CLBFX
Price
$36.72
Change
+$0.21 (+0.58%)
Updated
Jul 9 closing price
Net Assets
252.22B
VWENX
Price
$78.50
Change
+$0.17 (+0.22%)
Updated
Jul 10 closing price
Net Assets
114.7B
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CLBFX vs VWENX

Header iconCLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENXBanner chart's image
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.

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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).
CLBFXVWENXCLBFX / VWENX
Total Expense Ratio0.670.17394%
Annual Report Gross Expense Ratio0.670.17394%
Fund Existence23 years24 years-
Gain YTD8.0816.696121%
Front LoadN/AN/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets252B115B219%
Annual Yield % from dividends1.992.0995%
Returns for 1 year7.661.46525%
Returns for 3 years36.5015.57234%
Returns for 5 years43.1413.44321%
Returns for 10 years80.4828.37284%
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