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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
TETON Westwood Balanced AAA
Price$10.48
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets32.78M
CLBFX vs WEBAX Comparison Chart in %
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CLBFX vs. WEBAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. WEBAX (32.8M). CLBFX pays higher dividends than WEBAX: CLBFX (1.86) 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 : 9.14 vs. WEBAX (-2.70). CLBFX return over 5 years is better than : 41.70 vs. WEBAX (-3.09).
| 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 | 14.206 | 5.608 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 32.8M | 801,829% |
| Annual Yield % from dividends | 1.86 | 1.18 | 158% |
| Returns for 1 year | 9.14 | -2.70 | -339% |
| Returns for 3 years | 42.41 | 8.54 | 496% |
| Returns for 5 years | 41.70 | -3.09 | -1,349% |
| Returns for 10 years | 86.89 | -6.40 | -1,358% |
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