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CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
TETON Westwood Balanced AAA
Price$10.42
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets33.8M
CLBCX vs WEBAX Comparison Chart in %
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CLBCX vs. WEBAX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. WEBAX (33.8M). WEBAX pays higher dividends than CLBCX: WEBAX (1.23) vs CLBCX (1.13). CLBCX was incepted earlier than WEBAX: CLBCX (23 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 : 9.42 vs. WEBAX (0.62). CLBCX return over 5 years is better than : 36.20 vs. WEBAX (0.73).
| CLBCX | WEBAX | CLBCX / WEBAX | |
| Total Expense Ratio | 1.35 | 1.39 | 97% |
| Annual Report Gross Expense Ratio | 1.35 | 1.39 | 97% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 8.536 | 4.345 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 33.8M | 751,479% |
| Annual Yield % from dividends | 1.13 | 1.23 | 92% |
| Returns for 1 year | 9.42 | 0.62 | 1,512% |
| Returns for 3 years | 32.73 | 9.19 | 356% |
| Returns for 5 years | 36.20 | 0.73 | 4,980% |
| Returns for 10 years | 64.69 | -7.44 | -869% |
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