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CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$34.82
Change-$0.40 (-1.14%)
VolumeN/A
Net Assets240.4B
TETON Westwood Balanced AAA
Price$9.92
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets33.3M
CLBCX vs WEBAX Comparison Chart
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CLBCX vs. WEBAX commentary
May 22, 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: 240B vs. WEBAX (33.3M). WEBAX (1.26) and CLBCX (1.23) have matching dividends . 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 : 3.51 vs. WEBAX (-2.23). CLBCX return over 5 years is better than : 34.52 vs. WEBAX (1.65).
| 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 | 1.582 | 0.590 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 33.3M | 720,721% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 3.51 | -2.23 | -157% |
| Returns for 3 years | 21.91 | 5.17 | 423% |
| Returns for 5 years | 34.52 | 1.65 | 2,087% |
| Returns for 10 years | 52.40 | -12.06 | -434% |
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