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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$38.89
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
TETON Westwood Balanced AAA
Price$10.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.05M
CLBFX vs WEBAX Comparison Chart in %
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CLBFX vs. WEBAX commentary
Oct 07, 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 WEBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. WEBAX (34M). CLBFX pays higher dividends than WEBAX: CLBFX (1.89) vs WEBAX (1.18). CLBFX was incepted earlier than WEBAX: CLBFX (23 years) vs WEBAX (34 years). WEBAX (1.39) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). CLBFX has a lower initial minimum investment than WEBAX: CLBFX (250) vs WEBAX (1000). CLBFX annual gain was more profitable for investors over the last year : 9.74 vs. WEBAX (-0.20). CLBFX return over 5 years is better than : 46.64 vs. WEBAX (1.62).
| CLBFX | WEBAX | CLBFX / WEBAX | |
| Total Expense Ratio | 0.67 | 1.39 | 48% |
| Annual Report Gross Expense Ratio | 0.67 | 1.39 | 48% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 14.826 | 7.323 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 34M | 782,353% |
| Annual Yield % from dividends | 1.89 | 1.18 | 160% |
| Returns for 1 year | 9.74 | -0.20 | -4,876% |
| Returns for 3 years | 52.95 | 18.84 | 281% |
| Returns for 5 years | 46.64 | 1.62 | 2,880% |
| Returns for 10 years | 93.39 | -2.51 | -3,725% |
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