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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced C
Price$10.25
Change-$0.20 (-1.91%)
VolumeN/A
CapitalizationN/A
CLBCX vs WBCCX Comparison Chart
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CLBCX vs. WBCCX commentary
Dec 19, 2024
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 Hold and WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. WBCCX (37M). CLBCX pays higher dividends than WBCCX: CLBCX (1.52) vs WBCCX (0.50). CLBCX was incepted earlier than WBCCX: CLBCX (23 years) vs WBCCX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (39.00). 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 : 11.92 vs. WBCCX (5.03). CLBCX return over 5 years is better than : 29.69 vs. WBCCX (-8.34).
| CLBCX | WBCCX | CLBCX / WBCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 10.944 | 4.398 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 37M | 651,351% |
| Annual Yield % from dividends | 1.52 | 0.50 | 305% |
| Returns for 1 year | 11.92 | 5.03 | 237% |
| Returns for 3 years | 10.88 | -7.23 | -151% |
| Returns for 5 years | 29.69 | -8.34 | -356% |
| Returns for 10 years | 47.43 | -13.88 | -342% |
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