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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
TETON Westwood Balanced I
Price$10.18
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets36.5M
CLBFX vs WBBIX Comparison Chart
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CLBFX vs. WBBIX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. WBBIX (36.5M). 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 : 12.43 vs. WBBIX (5.47). CLBFX return over 5 years is better than : 32.62 vs. WBBIX (-6.52).
| 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 | 1.958 | 1.199 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 36.5M | 657,534% |
| Annual Yield % from dividends | 2.39 | 1.44 | 166% |
| Returns for 1 year | 12.43 | 5.47 | 227% |
| Returns for 3 years | 14.37 | -5.09 | -282% |
| Returns for 5 years | 32.62 | -6.52 | -500% |
| Returns for 10 years | 72.52 | -6.20 | -1,169% |
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