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CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$39.01
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
TETON Westwood Balanced AAA
Price$10.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.05M
CLBCX vs WEBAX Comparison Chart in %
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CLBCX vs. WEBAX commentary
Oct 07, 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 WEBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. WEBAX (34M). WEBAX pays higher dividends than CLBCX: WEBAX (1.18) vs CLBCX (1.06). CLBCX was incepted earlier than WEBAX: CLBCX (24 years) vs WEBAX (34 years). WEBAX (1.39) and CLBCX (1.35) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). CLBCX has a lower initial minimum investment than WEBAX: CLBCX (250) vs WEBAX (1000). CLBCX annual gain was more profitable for investors over the last year : 8.79 vs. WEBAX (-0.20). CLBCX return over 5 years is better than : 40.13 vs. WEBAX (1.62).
| CLBCX | WEBAX | CLBCX / WEBAX | |
| Total Expense Ratio | 1.35 | 1.39 | 97% |
| Annual Report Gross Expense Ratio | 1.35 | 1.39 | 97% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 14.029 | 7.323 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 34M | 782,353% |
| Annual Yield % from dividends | 1.06 | 1.18 | 89% |
| Returns for 1 year | 8.79 | -0.20 | -4,401% |
| Returns for 3 years | 48.83 | 18.84 | 259% |
| Returns for 5 years | 40.13 | 1.62 | 2,478% |
| Returns for 10 years | 75.88 | -2.51 | -3,027% |
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