Interact to see
Advertisement
Advertisement
CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced AAA
Price$10.09
Change-$0.09 (-0.88%)
VolumeN/A
Net Assets33.66M
CLBCX vs WEBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. WEBAX commentary
Jun 14, 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: 247B vs. WEBAX (33.7M). WEBAX (1.24) and CLBCX (1.18) 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 : 4.49 vs. WEBAX (-0.58). CLBCX return over 5 years is better than : 34.93 vs. WEBAX (0.54).
| 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 | 4.067 | 1.992 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 33.7M | 732,938% |
| Annual Yield % from dividends | 1.18 | 1.24 | 96% |
| Returns for 1 year | 4.49 | -0.58 | -771% |
| Returns for 3 years | 30.63 | 10.78 | 284% |
| Returns for 5 years | 34.93 | 0.54 | 6,426% |
| Returns for 10 years | 57.89 | -10.69 | -541% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement