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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$37.48
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
TETON Westwood Balanced I
Price$10.49
Change-$0.06 (-0.57%)
VolumeN/A
Net Assets33.72M
CLBFX vs WBBIX Comparison Chart in %
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CLBFX vs. WBBIX commentary
Aug 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. WBBIX (33.7M). CLBFX pays higher dividends than WBBIX: CLBFX (1.97) vs WBBIX (1.46). 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 : 7.87 vs. WBBIX (-0.14). CLBFX return over 5 years is better than : 39.80 vs. WBBIX (0.88).
| 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 | 10.318 | 6.400 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 33.7M | 756,677% |
| Annual Yield % from dividends | 1.97 | 1.46 | 135% |
| Returns for 1 year | 7.87 | -0.14 | -5,432% |
| Returns for 3 years | 37.88 | 10.60 | 357% |
| Returns for 5 years | 39.80 | 0.88 | 4,524% |
| Returns for 10 years | 93.56 | 1.74 | 5,364% |
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