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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$36.77
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
TETON Westwood Balanced C
Price$10.51
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets33.55M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX commentary
Jul 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: 252B vs. WBCCX (33.6M). CLBFX pays higher dividends than WBCCX: CLBFX (1.99) vs WBCCX (0.50). 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 : 7.19 vs. WBCCX (-3.42). CLBFX return over 5 years is better than : 41.93 vs. WBCCX (-3.44).
| 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 | 8.228 | 2.541 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 33.6M | 750,000% |
| Annual Yield % from dividends | 1.99 | 0.50 | 395% |
| Returns for 1 year | 7.19 | -3.42 | -210% |
| Returns for 3 years | 37.79 | 7.21 | 524% |
| Returns for 5 years | 41.93 | -3.44 | -1,219% |
| Returns for 10 years | 78.05 | -14.92 | -523% |
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