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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Vanguard Wellington Admiral
Price$82.77
Change+$0.23 (+0.28%)
VolumeN/A
Net Assets121.35B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Nov 20, 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 Hold and VWENX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. VWENX (121B). VWENX (1.93) and CLBFX (1.86) have matching dividends . CLBFX was incepted earlier than VWENX: CLBFX (23 years) vs VWENX (25 years). CLBFX (0.67) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than VWENX: CLBFX (250) vs VWENX (50000). CLBFX annual gain was more profitable for investors over the last year : 9.14 vs. VWENX (3.49). CLBFX return over 5 years is better than : 41.70 vs. VWENX (10.19).
| CLBFX | VWENX | CLBFX / VWENX | |
| Total Expense Ratio | 0.67 | 0.17 | 394% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 14.206 | 12.751 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 121B | 217% |
| Annual Yield % from dividends | 1.86 | 1.93 | 96% |
| Returns for 1 year | 9.14 | 3.49 | 262% |
| Returns for 3 years | 42.41 | 20.88 | 203% |
| Returns for 5 years | 41.70 | 10.19 | 409% |
| Returns for 10 years | 86.89 | 35.66 | 244% |
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