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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
TETON Westwood Balanced I
Price$10.70
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets33.86M
CLBFX vs WBBIX Comparison Chart in %
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CLBFX vs. WBBIX commentary
Oct 27, 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 WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. WBBIX (33.9M). CLBFX pays higher dividends than WBBIX: CLBFX (1.89) vs WBBIX (1.42). CLBFX was incepted earlier than WBBIX: CLBFX (23 years) vs WBBIX (18 years). WBBIX (1.14) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. WBBIX (36.00). CLBFX has a lower initial minimum investment than WBBIX: CLBFX (250) vs WBBIX (500000). CLBFX annual gain was more profitable for investors over the last year : 11.14 vs. WBBIX (0.43). CLBFX return over 5 years is better than : 47.42 vs. WBBIX (3.03).
| CLBFX | WBBIX | CLBFX / WBBIX | |
| Total Expense Ratio | 0.67 | 1.14 | 59% |
| Annual Report Gross Expense Ratio | 0.67 | 1.14 | 59% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 16.037 | 8.349 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 33.9M | 790,560% |
| Annual Yield % from dividends | 1.89 | 1.42 | 133% |
| Returns for 1 year | 11.14 | 0.43 | 2,578% |
| Returns for 3 years | 50.34 | 17.02 | 296% |
| Returns for 5 years | 47.42 | 3.03 | 1,567% |
| Returns for 10 years | 90.96 | -1.22 | -7,479% |
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