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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$34.25
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
TETON Westwood Balanced C
Price$10.27
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets34.82M
CLBFX vs WBCCX Comparison Chart
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CLBFX vs. WBCCX commentary
Apr 04, 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. WBCCX (34.8M). CLBFX pays higher dividends than WBCCX: CLBFX (2.14) vs WBCCX (0.52). CLBFX was incepted earlier than WBCCX: CLBFX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (36.00). CLBFX has a lower initial minimum investment than WBCCX: CLBFX (250) vs WBCCX (1000). CLBFX annual gain was more profitable for investors over the last year : 4.45 vs. WBCCX (-1.95). CLBFX return over 5 years is better than : 53.24 vs. WBCCX (6.11).
| CLBFX | WBCCX | CLBFX / WBCCX | |
| Total Expense Ratio | 0.68 | 2.14 | 32% |
| Annual Report Gross Expense Ratio | 0.68 | 2.14 | 32% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.466 | -0.001 | -38,176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 34.8M | 672,414% |
| Annual Yield % from dividends | 2.14 | 0.52 | 409% |
| Returns for 1 year | 4.45 | -1.95 | -228% |
| Returns for 3 years | 14.15 | -6.95 | -204% |
| Returns for 5 years | 53.24 | 6.11 | 871% |
| Returns for 10 years | 67.95 | -16.51 | -412% |
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