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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
TETON Westwood Balanced AAA
Price$10.42
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets33.8M
CLBFX vs WEBAX Comparison Chart in %
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CLBFX vs. WEBAX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. WEBAX (33.8M). CLBFX pays higher dividends than WEBAX: CLBFX (1.99) vs WEBAX (1.23). 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 : 10.40 vs. WEBAX (0.62). CLBFX return over 5 years is better than : 42.59 vs. WEBAX (0.73).
| 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 | 9.111 | 4.345 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 33.8M | 751,479% |
| Annual Yield % from dividends | 1.99 | 1.23 | 162% |
| Returns for 1 year | 10.40 | 0.62 | 1,668% |
| Returns for 3 years | 36.42 | 9.19 | 396% |
| Returns for 5 years | 42.59 | 0.73 | 5,859% |
| Returns for 10 years | 81.10 | -7.44 | -1,090% |
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