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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$37.00
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets252.99B
TETON Westwood Balanced C
Price$10.65
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets33.38M
CLBCX vs WBCCX Comparison Chart in %
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CLBCX vs. WBCCX commentary
Aug 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. WBCCX (33.4M). CLBCX pays higher dividends than WBCCX: CLBCX (1.12) 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 : 10.56 vs. WBCCX (1.59). CLBCX return over 5 years is better than : 33.28 vs. WBCCX (-3.96).
| 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 | 8.069 | 4.203 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 33.4M | 757,485% |
| Annual Yield % from dividends | 1.12 | 0.50 | 225% |
| Returns for 1 year | 10.56 | 1.59 | 666% |
| Returns for 3 years | 28.96 | 3.34 | 867% |
| Returns for 5 years | 33.28 | -3.96 | -841% |
| Returns for 10 years | 63.25 | -12.58 | -503% |
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