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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ Admiral™
Price$76.11
Change-$0.69 (-0.90%)
VolumeN/A
Net Assets110.88B
CLBFX vs VWENX Comparison Chart
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CLBFX vs. VWENX commentary
Jun 15, 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: 244B vs. VWENX (111B). VWENX (2.17) and CLBFX (2.07) 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 : 5.44 vs. VWENX (0.19). CLBFX return over 5 years is better than : 41.30 vs. VWENX (12.35).
| 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 | 4.519 | 3.285 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 2.07 | 2.17 | 96% |
| Returns for 1 year | 5.44 | 0.19 | 2,842% |
| Returns for 3 years | 34.29 | 15.38 | 223% |
| Returns for 5 years | 41.30 | 12.35 | 334% |
| Returns for 10 years | 73.68 | 23.30 | 316% |
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