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CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
UBS US Allocation A
Price$50.98
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets225.16M
CLBCX vs PWTAX Comparison Chart in %
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CLBCX vs. PWTAX commentary
Dec 27, 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 CLBCX is a StrongBuy and PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. PWTAX (225M). PWTAX pays higher dividends than CLBCX: PWTAX (1.43) vs CLBCX (1.02). CLBCX was incepted earlier than PWTAX: CLBCX (24 years) vs PWTAX (33 years). CLBCX (1.35) is less costly to investors than PWTAX (1.04). PWTAX is a more actively managed with annual turnover of: 57.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than PWTAX: CLBCX (250) vs PWTAX (1000). CLBCX annual gain was more profitable for investors over the last year : 8.50 vs. PWTAX (2.23). CLBCX return over 5 years is better than : 31.70 vs. PWTAX (-1.39).
| CLBCX | PWTAX | CLBCX / PWTAX | |
| Total Expense Ratio | 1.35 | 1.04 | 130% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 10.112 | 4.062 | 249% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 225M | 119,556% |
| Annual Yield % from dividends | 1.02 | 1.43 | 71% |
| Returns for 1 year | 8.50 | 2.23 | 382% |
| Returns for 3 years | 35.19 | 30.75 | 114% |
| Returns for 5 years | 31.70 | -1.39 | -2,283% |
| Returns for 10 years | 71.78 | 33.13 | 217% |
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