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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
TETON Westwood Balanced C
Price$10.47
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets33.59M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX commentary
Jun 27, 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: 248B vs. WBCCX (33.6M). CLBFX pays higher dividends than WBCCX: CLBFX (2.07) 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 (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 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 : 7.54 vs. WBCCX (-1.64). CLBFX return over 5 years is better than : 45.76 vs. WBCCX (-0.39).
| CLBFX | WBCCX | CLBFX / WBCCX | |
| Total Expense Ratio | 0.67 | 2.14 | 31% |
| Annual Report Gross Expense Ratio | 0.67 | 2.14 | 31% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 6.815 | 1.854 | 368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 33.6M | 738,095% |
| Annual Yield % from dividends | 2.07 | 0.52 | 397% |
| Returns for 1 year | 7.54 | -1.64 | -461% |
| Returns for 3 years | 34.34 | 5.54 | 620% |
| Returns for 5 years | 45.76 | -0.39 | -11,599% |
| Returns for 10 years | 79.61 | -14.41 | -552% |
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