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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
TETON Westwood Balanced AAA
Price$9.63
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets32.65M
CLBFX vs WEBAX Comparison Chart
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CLBFX vs. WEBAX commentary
Apr 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 225B vs. WEBAX (32.7M). CLBFX pays higher dividends than WEBAX: CLBFX (2.14) vs WEBAX (1.24). CLBFX was incepted earlier than WEBAX: CLBFX (23 years) vs WEBAX (34 years). WEBAX (1.39) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 2.73 vs. WEBAX (-1.98). CLBFX return over 5 years is better than : 34.54 vs. WEBAX (-2.68).
| CLBFX | WEBAX | CLBFX / WEBAX | |
| Total Expense Ratio | 0.68 | 1.39 | 49% |
| Annual Report Gross Expense Ratio | 0.68 | 1.39 | 49% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | -3.641 | -3.418 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 32.7M | 688,073% |
| Annual Yield % from dividends | 2.14 | 1.24 | 172% |
| Returns for 1 year | 2.73 | -1.98 | -138% |
| Returns for 3 years | 11.65 | -5.32 | -219% |
| Returns for 5 years | 34.54 | -2.68 | -1,290% |
| Returns for 10 years | 59.09 | -15.43 | -383% |
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