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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Vanguard Wellington™ Admiral™
Price$82.35
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets119.52B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Oct 18, 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: 265B vs. VWENX (120B). VWENX (1.97) and CLBFX (1.89) 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 : 8.84 vs. VWENX (3.60). CLBFX return over 5 years is better than : 45.11 vs. VWENX (12.05).
| 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 | 14.767 | 12.205 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 120B | 221% |
| Annual Yield % from dividends | 1.89 | 1.97 | 96% |
| Returns for 1 year | 8.84 | 3.60 | 246% |
| Returns for 3 years | 52.03 | 27.11 | 192% |
| Returns for 5 years | 45.11 | 12.05 | 374% |
| Returns for 10 years | 91.64 | 37.32 | 246% |
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