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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Vanguard Wellington™ Admiral™
Price$81.41
Change-$0.35 (-0.43%)
VolumeN/A
Net Assets117.1B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Sep 26, 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 (117B). VWENX (2.04) and CLBFX (1.94) have matching dividends . CLBFX was incepted earlier than VWENX: CLBFX (23 years) vs VWENX (24 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 : 7.92 vs. VWENX (4.00). CLBFX return over 5 years is better than : 46.68 vs. VWENX (16.15).
| 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 | 24 years | - |
| Gain YTD | 12.614 | 11.686 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 117B | 225% |
| Annual Yield % from dividends | 1.94 | 2.04 | 96% |
| Returns for 1 year | 7.92 | 4.00 | 198% |
| Returns for 3 years | 51.39 | 27.41 | 187% |
| Returns for 5 years | 46.68 | 16.15 | 289% |
| Returns for 10 years | 98.98 | 44.15 | 224% |
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