CLBFX
Price
$36.57
Change
+$0.09 (+0.25%)
Updated
Jul 2 closing price
Net Assets
250.58B
WBBIX
Price
$10.30
Change
-$0.01 (-0.10%)
Updated
Jul 2 closing price
Net Assets
34.02M
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CLBFX vs WBBIX

Header iconCLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIXBanner chart's image
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.

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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).
CLBFXWBBIXCLBFX / WBBIX
Total Expense Ratio0.671.1459%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence23 years17 years-
Gain YTD7.6393.979192%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets251B34M738,235%
Annual Yield % from dividends1.991.47135%
Returns for 1 year8.090.781,041%
Returns for 3 years36.1311.08326%
Returns for 5 years43.784.121,063%
Returns for 10 years79.96-6.20-1,290%
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