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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$38.89
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
TETON Westwood Balanced I
Price$10.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.05M
CLBFX vs WBBIX Comparison Chart in %
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CLBFX vs. WBBIX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. WBBIX (34M). 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 : 9.74 vs. WBBIX (0.14). CLBFX return over 5 years is better than : 46.64 vs. WBBIX (2.81).
| 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 | 14.826 | 7.539 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 34M | 782,353% |
| Annual Yield % from dividends | 1.89 | 1.42 | 133% |
| Returns for 1 year | 9.74 | 0.14 | 6,763% |
| Returns for 3 years | 52.95 | 19.77 | 268% |
| Returns for 5 years | 46.64 | 2.81 | 1,657% |
| Returns for 10 years | 93.39 | -0.16 | -58,290% |
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