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CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
TETON Westwood Balanced AAA
Price$10.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.86M
CLBCX vs WEBAX Comparison Chart in %
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CLBCX vs. WEBAX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 258B vs. WEBAX (33.9M). WEBAX pays higher dividends than CLBCX: WEBAX (1.20) vs CLBCX (1.11). 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 : 9.15 vs. WEBAX (0.16). CLBCX return over 5 years is better than : 36.30 vs. WEBAX (0.80).
| 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 | 10.785 | 6.255 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 33.9M | 761,062% |
| Annual Yield % from dividends | 1.11 | 1.20 | 92% |
| Returns for 1 year | 9.15 | 0.16 | 5,553% |
| Returns for 3 years | 37.75 | 11.64 | 324% |
| Returns for 5 years | 36.30 | 0.80 | 4,553% |
| Returns for 10 years | 74.80 | -2.34 | -3,196% |
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