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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$37.48
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
TETON Westwood Balanced C
Price$10.75
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets33.72M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX commentary
Sep 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. WBCCX (33.7M). CLBFX pays higher dividends than WBCCX: CLBFX (1.94) vs WBCCX (0.49). 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 : 7.87 vs. WBCCX (-1.75). CLBFX return over 5 years is better than : 39.80 vs. WBCCX (-4.08).
| 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 | 10.318 | 5.083 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 33.7M | 756,677% |
| Annual Yield % from dividends | 1.94 | 0.49 | 393% |
| Returns for 1 year | 7.87 | -1.75 | -451% |
| Returns for 3 years | 37.88 | 6.76 | 561% |
| Returns for 5 years | 39.80 | -4.08 | -975% |
| Returns for 10 years | 93.56 | -6.71 | -1,394% |
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