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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$36.72
Change+$0.21 (+0.58%)
VolumeN/A
Net Assets252.22B
Vanguard Wellington™ Admiral™
Price$78.50
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets114.7B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Jul 11, 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: 252B vs. VWENX (115B). VWENX pays higher dividends than CLBFX: VWENX (2.09) vs CLBFX (1.99). 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 : 7.66 vs. VWENX (1.46). CLBFX return over 5 years is better than : 43.14 vs. VWENX (13.44).
| 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 | 8.081 | 6.696 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 115B | 219% |
| Annual Yield % from dividends | 1.99 | 2.09 | 95% |
| Returns for 1 year | 7.66 | 1.46 | 525% |
| Returns for 3 years | 36.50 | 15.57 | 234% |
| Returns for 5 years | 43.14 | 13.44 | 321% |
| Returns for 10 years | 80.48 | 28.37 | 284% |
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