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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
TETON Westwood Balanced C
Price$10.86
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets33.51M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX commentary
Oct 19, 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: 266B vs. WBCCX (33.5M). CLBFX pays higher dividends than WBCCX: CLBFX (1.89) vs WBCCX (0.48). 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 : 8.84 vs. WBCCX (-2.52). CLBFX return over 5 years is better than : 45.11 vs. WBCCX (-2.96).
| 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 | 14.767 | 6.308 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 33.5M | 794,030% |
| Annual Yield % from dividends | 1.89 | 0.48 | 394% |
| Returns for 1 year | 8.84 | -2.52 | -351% |
| Returns for 3 years | 52.03 | 14.88 | 350% |
| Returns for 5 years | 45.11 | -2.96 | -1,522% |
| Returns for 10 years | 91.64 | -8.93 | -1,026% |