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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$35.15
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets240.76B
TETON Westwood Balanced C
Price$10.27
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.37M
CLBFX vs WBCCX Comparison Chart
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CLBFX vs. WBCCX commentary
May 21, 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: 241B vs. WBCCX (33.4M). CLBFX pays higher dividends than WBCCX: CLBFX (2.15) vs WBCCX (0.53). 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 : 5.81 vs. WBCCX (-2.58). CLBFX return over 5 years is better than : 42.69 vs. WBCCX (-1.21).
| 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 | 3.106 | 0.487 | 638% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 33.4M | 721,557% |
| Annual Yield % from dividends | 2.15 | 0.53 | 405% |
| Returns for 1 year | 5.81 | -2.58 | -225% |
| Returns for 3 years | 26.73 | 3.10 | 863% |
| Returns for 5 years | 42.69 | -1.21 | -3,516% |
| Returns for 10 years | 69.49 | -16.69 | -416% |
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