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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
TETON Westwood Balanced AAA
Price$10.27
Change-$0.09 (-0.87%)
VolumeN/A
Net Assets36.09M
CLBFX vs WEBAX Comparison Chart
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CLBFX vs. WEBAX commentary
Feb 23, 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 Hold and WEBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. WEBAX (36.1M). CLBFX pays higher dividends than WEBAX: CLBFX (2.39) vs WEBAX (1.21). CLBFX was incepted earlier than WEBAX: CLBFX (22 years) vs WEBAX (33 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. WEBAX (39.00). 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 : 9.36 vs. WEBAX (2.96). CLBFX return over 5 years is better than : 32.87 vs. WEBAX (-7.16).
| CLBFX | WEBAX | CLBFX / WEBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 2.894 | 2.393 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 36.1M | 670,360% |
| Annual Yield % from dividends | 2.39 | 1.21 | 198% |
| Returns for 1 year | 9.36 | 2.96 | 316% |
| Returns for 3 years | 19.64 | -0.49 | -4,022% |
| Returns for 5 years | 32.87 | -7.16 | -459% |
| Returns for 10 years | 68.67 | -10.12 | -678% |
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