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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$36.80
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
TETON Westwood Balanced C
Price$10.53
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets33.68M
CLBCX vs WBCCX Comparison Chart in %
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CLBCX vs. WBCCX commentary
Jul 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBCX is a Buy and WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. WBCCX (33.7M). CLBCX pays higher dividends than WBCCX: CLBCX (1.13) vs WBCCX (0.50). CLBCX was incepted earlier than WBCCX: CLBCX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). CLBCX has a lower initial minimum investment than WBCCX: CLBCX (250) vs WBCCX (1000). CLBCX annual gain was more profitable for investors over the last year : 5.96 vs. WBCCX (-1.42). CLBCX return over 5 years is better than : 36.60 vs. WBCCX (-0.91).
| CLBCX | WBCCX | CLBCX / WBCCX | |
| Total Expense Ratio | 1.35 | 2.14 | 63% |
| Annual Report Gross Expense Ratio | 1.35 | 2.14 | 63% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 7.485 | 3.421 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 33.7M | 747,774% |
| Annual Yield % from dividends | 1.13 | 0.50 | 225% |
| Returns for 1 year | 5.96 | -1.42 | -420% |
| Returns for 3 years | 33.98 | 8.35 | 407% |
| Returns for 5 years | 36.60 | -0.91 | -4,026% |
| Returns for 10 years | 62.37 | -14.13 | -442% |
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