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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Vanguard Wellington™ Admiral™
Price$75.04
Change+$0.50 (+0.67%)
VolumeN/A
Net Assets112.27B
CLBFX vs VWENX Comparison Chart
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CLBFX vs. VWENX commentary
Jan 19, 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. VWENX (112B). 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 : 12.43 vs. VWENX (7.06). CLBFX return over 5 years is better than : 32.62 vs. VWENX (3.23).
| 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 | 1.958 | 1.474 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 112B | 214% |
| Annual Yield % from dividends | 2.39 | 2.19 | 109% |
| Returns for 1 year | 12.43 | 7.06 | 176% |
| Returns for 3 years | 14.37 | -3.98 | -361% |
| Returns for 5 years | 32.62 | 3.23 | 1,009% |
| Returns for 10 years | 72.52 | 23.07 | 314% |