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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$34.95
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ Admiral™
Price$82.25
Change-$0.33 (-0.40%)
VolumeN/A
CapitalizationN/A
CLBFX vs VWENX Comparison Chart
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CLBFX vs. VWENX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 230B vs. VWENX (116B). 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). VWENX annual gain was more profitable for investors over the last year : 17.58 vs. CLBFX (12.67). CLBFX return over 5 years is better than : 35.48 vs. VWENX (12.71).
| 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 | 11.647 | 16.258 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 116B | 198% |
| Annual Yield % from dividends | 2.39 | 2.19 | 109% |
| Returns for 1 year | 12.67 | 17.58 | 72% |
| Returns for 3 years | 13.69 | -3.77 | -363% |
| Returns for 5 years | 35.48 | 12.71 | 279% |
| Returns for 10 years | 61.86 | 28.76 | 215% |
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