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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$34.23
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
TETON Westwood Balanced I
Price$9.89
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets32.87M
CLBFX vs WBBIX Comparison Chart
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CLBFX vs. WBBIX commentary
May 12, 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: 234B vs. WBBIX (32.9M). CLBFX pays higher dividends than WBBIX: CLBFX (2.15) vs WBBIX (1.52). CLBFX was incepted earlier than WBBIX: CLBFX (23 years) vs WBBIX (17 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 : 4.36 vs. WBBIX (-2.13). CLBFX return over 5 years is better than : 39.57 vs. WBBIX (1.51).
| 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 | 17 years | - |
| Gain YTD | 0.407 | -0.652 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 32.9M | 711,246% |
| Annual Yield % from dividends | 2.15 | 1.52 | 142% |
| Returns for 1 year | 4.36 | -2.13 | -205% |
| Returns for 3 years | 23.41 | 3.67 | 638% |
| Returns for 5 years | 39.57 | 1.51 | 2,622% |
| Returns for 10 years | 66.11 | -10.37 | -637% |
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