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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$36.92
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
TETON Westwood Balanced I
Price$10.39
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets33.46M
CLBFX vs WBBIX Comparison Chart in %
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CLBFX vs. WBBIX commentary
Aug 08, 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: 253B vs. WBBIX (33.5M). CLBFX pays higher dividends than WBBIX: CLBFX (1.97) vs WBBIX (1.46). 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 : 11.57 vs. WBBIX (2.64). CLBFX return over 5 years is better than : 39.52 vs. WBBIX (0.44).
| 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 | 8.669 | 4.887 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 33.5M | 755,224% |
| Annual Yield % from dividends | 1.97 | 1.46 | 135% |
| Returns for 1 year | 11.57 | 2.64 | 438% |
| Returns for 3 years | 32.58 | 6.47 | 504% |
| Returns for 5 years | 39.52 | 0.44 | 8,965% |
| Returns for 10 years | 79.50 | -5.15 | -1,544% |
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