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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$34.79
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Vanguard Wellington™ Admiral™
Price$74.49
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets106.94B
CLBFX vs VWENX Comparison Chart
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CLBFX vs. VWENX commentary
May 23, 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: 238B vs. VWENX (107B). VWENX (2.25) and CLBFX (2.15) 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 : 4.91 vs. VWENX (0.23). CLBFX return over 5 years is better than : 41.02 vs. VWENX (13.64).
| 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 | 2.050 | 2.254 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 107B | 222% |
| Annual Yield % from dividends | 2.15 | 2.25 | 95% |
| Returns for 1 year | 4.91 | 0.23 | 2,109% |
| Returns for 3 years | 24.46 | 9.64 | 254% |
| Returns for 5 years | 41.02 | 13.64 | 301% |
| Returns for 10 years | 67.75 | 21.04 | 322% |
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