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CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$32.94
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
TETON Westwood Balanced AAA
Price$9.63
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets32.65M
CLBCX vs WEBAX Comparison Chart
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CLBCX vs. WEBAX commentary
Apr 19, 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: 225B vs. WEBAX (32.7M). WEBAX (1.24) and CLBCX (1.22) have matching dividends . CLBCX was incepted earlier than WEBAX: CLBCX (23 years) vs WEBAX (34 years). WEBAX (1.39) and CLBCX (1.37) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 171.00 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 : 1.83 vs. WEBAX (-1.98). CLBCX return over 5 years is better than : 28.49 vs. WEBAX (-2.68).
| CLBCX | WEBAX | CLBCX / WEBAX | |
| Total Expense Ratio | 1.37 | 1.39 | 99% |
| Annual Report Gross Expense Ratio | 1.37 | 1.39 | 99% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | -3.903 | -3.418 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 32.7M | 688,073% |
| Annual Yield % from dividends | 1.22 | 1.24 | 98% |
| Returns for 1 year | 1.83 | -1.98 | -93% |
| Returns for 3 years | 8.62 | -5.32 | -162% |
| Returns for 5 years | 28.49 | -2.68 | -1,064% |
| Returns for 10 years | 44.63 | -15.43 | -289% |
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