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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$34.16
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets233.54B
Vanguard Wellington™ Admiral™
Price$72.56
Change+$0.24 (+0.33%)
VolumeN/A
Net Assets113.09B
CLBFX vs VWENX Comparison Chart
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CLBFX vs. VWENX commentary
Apr 03, 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: 234B vs. VWENX (113B). VWENX pays higher dividends than CLBFX: VWENX (2.25) vs CLBFX (2.14). CLBFX was incepted earlier than VWENX: CLBFX (23 years) vs VWENX (24 years). CLBFX (0.68) is less costly to investors than VWENX (0.18). CLBFX is a more actively managed with annual turnover of: 171.00 vs. VWENX (61.00). 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 : 3.62 vs. VWENX (-1.91). CLBFX return over 5 years is better than : 51.73 vs. VWENX (20.03).
| CLBFX | VWENX | CLBFX / VWENX | |
| Total Expense Ratio | 0.68 | 0.18 | 378% |
| Annual Report Gross Expense Ratio | 0.68 | 0.18 | 378% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.202 | -1.858 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 113B | 207% |
| Annual Yield % from dividends | 2.14 | 2.25 | 95% |
| Returns for 1 year | 3.62 | -1.91 | -190% |
| Returns for 3 years | 13.85 | -4.38 | -316% |
| Returns for 5 years | 51.73 | 20.03 | 258% |
| Returns for 10 years | 67.51 | 18.12 | 372% |
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