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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
TETON Westwood Balanced C
Price$10.61
Change+$0.07 (+0.66%)
VolumeN/A
Net Assets36.46M
CLBFX vs WBCCX Comparison Chart
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CLBFX vs. WBCCX commentary
Jan 31, 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: 241B vs. WBCCX (36.5M). CLBFX pays higher dividends than WBCCX: CLBFX (2.39) vs WBCCX (0.50). CLBFX was incepted earlier than WBCCX: CLBFX (22 years) vs WBCCX (23 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (39.00). 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 : 12.27 vs. WBCCX (4.88). CLBFX return over 5 years is better than : 36.74 vs. WBCCX (-8.50).
| CLBFX | WBCCX | CLBFX / WBCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 3.128 | 2.629 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 36.5M | 660,274% |
| Annual Yield % from dividends | 2.39 | 0.50 | 479% |
| Returns for 1 year | 12.27 | 4.88 | 251% |
| Returns for 3 years | 16.76 | -4.93 | -340% |
| Returns for 5 years | 36.74 | -8.50 | -432% |
| Returns for 10 years | 74.28 | -12.36 | -601% |
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