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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
TETON Westwood Balanced I
Price$9.79
Change-$0.22 (-2.20%)
VolumeN/A
Net Assets34.42M
CLBFX vs WBBIX Comparison Chart
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CLBFX vs. WBBIX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. WBBIX (34.4M). CLBFX pays higher dividends than WBBIX: CLBFX (2.14) vs WBBIX (1.50). CLBFX was incepted earlier than WBBIX: CLBFX (23 years) vs WBBIX (17 years). WBBIX (1.14) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 1.49 vs. WBBIX (-0.85). CLBFX return over 5 years is better than : 49.30 vs. WBBIX (11.25).
| CLBFX | WBBIX | CLBFX / WBBIX | |
| Total Expense Ratio | 0.68 | 1.14 | 60% |
| Annual Report Gross Expense Ratio | 0.68 | 1.14 | 60% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -2.116 | 0.553 | -382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 34.4M | 683,140% |
| Annual Yield % from dividends | 2.14 | 1.50 | 143% |
| Returns for 1 year | 1.49 | -0.85 | -177% |
| Returns for 3 years | 10.84 | -3.84 | -282% |
| Returns for 5 years | 49.30 | 11.25 | 438% |
| Returns for 10 years | 62.85 | -9.73 | -646% |
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