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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
TETON Westwood Balanced I
Price$10.25
Change-$0.10 (-0.97%)
VolumeN/A
Net Assets36.09M
CLBFX vs WBBIX Comparison Chart
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CLBFX vs. WBBIX commentary
Feb 23, 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 Hold and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. WBBIX (36.1M). CLBFX pays higher dividends than WBBIX: CLBFX (2.39) vs WBBIX (1.44). CLBFX was incepted earlier than WBBIX: CLBFX (22 years) vs WBBIX (17 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. WBBIX (39.00). 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 : 9.36 vs. WBBIX (3.22). CLBFX return over 5 years is better than : 32.87 vs. WBBIX (-6.07).
| CLBFX | WBBIX | CLBFX / WBBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 2.894 | 2.398 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 36.1M | 670,360% |
| Annual Yield % from dividends | 2.39 | 1.44 | 166% |
| Returns for 1 year | 9.36 | 3.22 | 291% |
| Returns for 3 years | 19.64 | 0.27 | 7,370% |
| Returns for 5 years | 32.87 | -6.07 | -542% |
| Returns for 10 years | 68.67 | -8.22 | -836% |
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