Interact to see
Advertisement
Advertisement
CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
UBS US Allocation A
Price$54.36
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets225.58M
CLBCX vs PWTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PWTAX commentary
Oct 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 CLBCX is a Buy and PWTAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. PWTAX (226M). PWTAX pays higher dividends than CLBCX: PWTAX (1.46) vs CLBCX (1.06). CLBCX was incepted earlier than PWTAX: CLBCX (24 years) vs PWTAX (32 years). CLBCX (1.35) is less costly to investors than PWTAX (1.04). PWTAX is a more actively managed with annual turnover of: 58.00 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 : 7.87 vs. PWTAX (3.84). CLBCX return over 5 years is better than : 38.56 vs. PWTAX (6.81).
| 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 | 32 years | - |
| Gain YTD | 13.912 | 10.961 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 226M | 117,699% |
| Annual Yield % from dividends | 1.06 | 1.46 | 72% |
| Returns for 1 year | 7.87 | 3.84 | 205% |
| Returns for 3 years | 47.86 | 31.46 | 152% |
| Returns for 5 years | 38.56 | 6.81 | 566% |
| Returns for 10 years | 74.34 | 44.72 | 166% |