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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$37.68
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets256.16B
Vanguard Wellington™ Admiral™
Price$81.05
Change+$0.50 (+0.62%)
VolumeN/A
Net Assets115.8B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Sep 05, 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: 256B vs. VWENX (116B). 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 : 9.25 vs. VWENX (4.31). CLBFX return over 5 years is better than : 41.95 vs. VWENX (11.15).
| 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 | 10.906 | 9.720 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 1.94 | 2.04 | 96% |
| Returns for 1 year | 9.25 | 4.31 | 215% |
| Returns for 3 years | 39.92 | 17.83 | 224% |
| Returns for 5 years | 41.95 | 11.15 | 376% |
| Returns for 10 years | 94.01 | 39.49 | 238% |
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