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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced I
Price$9.99
Change-$0.19 (-1.87%)
VolumeN/A
CapitalizationN/A
CLBFX vs WBBIX Comparison Chart
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CLBFX vs. WBBIX commentary
Dec 19, 2024
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 StrongBuy and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. WBBIX (37M). 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 : 12.67 vs. WBBIX (6.10). CLBFX return over 5 years is better than : 35.48 vs. WBBIX (-4.14).
| 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 | 11.647 | 5.342 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 37M | 651,351% |
| Annual Yield % from dividends | 2.39 | 1.44 | 166% |
| Returns for 1 year | 12.67 | 6.10 | 208% |
| Returns for 3 years | 13.69 | -4.37 | -314% |
| Returns for 5 years | 35.48 | -4.14 | -857% |
| Returns for 10 years | 61.86 | -7.13 | -868% |
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