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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
TETON Westwood Balanced I
Price$10.30
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets34.02M
CLBFX vs WBBIX Comparison Chart in %
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CLBFX vs. WBBIX commentary
Jul 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 WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 251B vs. WBBIX (34M). CLBFX pays higher dividends than WBBIX: CLBFX (1.99) vs WBBIX (1.47). 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 : 8.09 vs. WBBIX (0.78). CLBFX return over 5 years is better than : 43.78 vs. WBBIX (4.12).
| 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 | 7.639 | 3.979 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 34M | 738,235% |
| Annual Yield % from dividends | 1.99 | 1.47 | 135% |
| Returns for 1 year | 8.09 | 0.78 | 1,041% |
| Returns for 3 years | 36.13 | 11.08 | 326% |
| Returns for 5 years | 43.78 | 4.12 | 1,063% |
| Returns for 10 years | 79.96 | -6.20 | -1,290% |
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