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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$34.35
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
TETON Westwood Balanced C
Price$10.27
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets34.82M
CLBCX vs WBCCX Comparison Chart
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CLBCX vs. WBCCX commentary
Apr 04, 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: 234B vs. WBCCX (34.8M). CLBCX pays higher dividends than WBCCX: CLBCX (1.22) vs WBCCX (0.52). CLBCX was incepted earlier than WBCCX: CLBCX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 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 : 3.51 vs. WBCCX (-1.95). CLBCX return over 5 years is better than : 46.30 vs. WBCCX (6.11).
| CLBCX | WBCCX | CLBCX / WBCCX | |
| Total Expense Ratio | 1.37 | 2.14 | 64% |
| Annual Report Gross Expense Ratio | 1.37 | 2.14 | 64% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.211 | -0.001 | -17,276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 34.8M | 672,414% |
| Annual Yield % from dividends | 1.22 | 0.52 | 234% |
| Returns for 1 year | 3.51 | -1.95 | -180% |
| Returns for 3 years | 11.05 | -6.95 | -159% |
| Returns for 5 years | 46.30 | 6.11 | 757% |
| Returns for 10 years | 52.65 | -16.51 | -319% |
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