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CLBFX vs TWBIX
CLBFX vs TWBIX Comparison
Open Charts CLBFX vs TWBIX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
American Century Balanced I
Price$18.62
Change-$0.51 (-2.67%)
VolumeN/A
Net Assets867.94M
CLBFX vs TWBIX Comparison Chart
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CLBFX vs. TWBIX commentary
Apr 04, 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 CLBFX is a Buy and TWBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. TWBIX (868M). CLBFX pays higher dividends than TWBIX: CLBFX (2.14) vs TWBIX (1.95). CLBFX was incepted earlier than TWBIX: CLBFX (23 years) vs TWBIX (36 years). TWBIX (0.89) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TWBIX (72.00). CLBFX has a lower initial minimum investment than TWBIX: CLBFX (250) vs TWBIX (2500). TWBIX annual gain was more profitable for investors over the last year : 3.58 vs. CLBFX (1.49). CLBFX return over 5 years is better than : 49.30 vs. TWBIX (22.58).
| CLBFX | TWBIX | CLBFX / TWBIX | |
| Total Expense Ratio | 0.68 | 0.89 | 76% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | -2.116 | -2.532 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 868M | 27,074% |
| Annual Yield % from dividends | 2.14 | 1.95 | 110% |
| Returns for 1 year | 1.49 | 3.58 | 42% |
| Returns for 3 years | 10.84 | 11.50 | 94% |
| Returns for 5 years | 49.30 | 22.58 | 218% |
| Returns for 10 years | 62.85 | 18.97 | 331% |