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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Vanguard Wellington™ Admiral™
Price$75.68
Change-$0.71 (-0.93%)
VolumeN/A
Net Assets114.05B
CLBFX vs VWENX Comparison Chart
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CLBFX vs. VWENX commentary
Feb 23, 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: 242B vs. VWENX (114B). CLBFX pays higher dividends than VWENX: CLBFX (2.39) vs VWENX (2.19). CLBFX was incepted earlier than VWENX: CLBFX (22 years) vs VWENX (24 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. VWENX (39.00). 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 : 9.36 vs. VWENX (4.12). CLBFX return over 5 years is better than : 32.87 vs. VWENX (3.62).
| CLBFX | VWENX | CLBFX / VWENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 2.894 | 2.339 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 114B | 212% |
| Annual Yield % from dividends | 2.39 | 2.19 | 109% |
| Returns for 1 year | 9.36 | 4.12 | 227% |
| Returns for 3 years | 19.64 | 1.14 | 1,728% |
| Returns for 5 years | 32.87 | 3.62 | 907% |
| Returns for 10 years | 68.67 | 21.25 | 323% |
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