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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
TETON Westwood Balanced C
Price$10.72
Change-$0.05 (-0.46%)
VolumeN/A
Net Assets33.02M
CLBCX vs WBCCX Comparison Chart in %
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CLBCX vs. WBCCX commentary
Nov 20, 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 Hold and WBCCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. WBCCX (33M). CLBCX pays higher dividends than WBCCX: CLBCX (1.04) vs WBCCX (0.48). CLBCX was incepted earlier than WBCCX: CLBCX (24 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 : 8.18 vs. WBCCX (-2.98). CLBCX return over 5 years is better than : 35.38 vs. WBCCX (-5.91).
| CLBCX | WBCCX | CLBCX / WBCCX | |
| Total Expense Ratio | 1.35 | 2.14 | 63% |
| Annual Report Gross Expense Ratio | 1.35 | 2.14 | 63% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 13.269 | 5.427 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 33M | 796,970% |
| Annual Yield % from dividends | 1.04 | 0.48 | 218% |
| Returns for 1 year | 8.18 | -2.98 | -274% |
| Returns for 3 years | 38.51 | 6.72 | 573% |
| Returns for 5 years | 35.38 | -5.91 | -598% |
| Returns for 10 years | 70.03 | -11.41 | -614% |
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