CLBFX
Price
$33.15
Change
+$0.34 (+1.04%)
Updated
Apr 23 closing price
Net Assets
224.6B
WBCCX
Price
$9.90
Change
+$0.07 (+0.71%)
Updated
Apr 23 closing price
Net Assets
32.37M
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CLBFX vs WBCCX

Header iconCLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCXBanner chart's image
American Funds American Balanced 529F
Price$33.15
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
TETON Westwood Balanced C
Price$9.90
Change+$0.07 (+0.71%)
VolumeN/A
Net Assets32.37M
CLBFX vs WBCCX Comparison Chart
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CLBFX vs. WBCCX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 225B vs. WBCCX (32.4M). 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 : 1.79 vs. WBCCX (-4.23). CLBFX return over 5 years is better than : 35.44 vs. WBCCX (-4.82).
CLBFXWBCCXCLBFX / WBCCX
Total Expense Ratio0.682.1432%
Annual Report Gross Expense Ratio0.682.1432%
Fund Existence23 years24 years-
Gain YTD-3.758-4.00594%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets225B32.4M694,444%
Annual Yield % from dividends2.140.52409%
Returns for 1 year1.79-4.23-42%
Returns for 3 years13.72-6.23-220%
Returns for 5 years35.44-4.82-735%
Returns for 10 years57.89-20.54-282%
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