Interact to see
Advertisement
Advertisement
CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
American Funds American Balanced 529C
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
UBS US Allocation A
Price$51.21
Change-$3.37 (-6.17%)
VolumeN/A
Net Assets225.37M
CLBCX vs PWTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PWTAX commentary
Feb 05, 2026
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 Hold and PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. PWTAX (225M). PWTAX (1.20) and CLBCX (1.19) have matching dividends . CLBCX was incepted earlier than PWTAX: CLBCX (24 years) vs PWTAX (33 years). CLBCX (1.35) is less costly to investors than PWTAX (1.03). 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 : 10.51 vs. PWTAX (4.34). CLBCX return over 5 years is better than : 32.27 vs. PWTAX (-3.37).
| CLBCX | PWTAX | CLBCX / PWTAX | |
| Total Expense Ratio | 1.35 | 1.03 | 131% |
| Annual Report Gross Expense Ratio | 1.35 | 1.03 | 131% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.375 | 1.386 | 171% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 225M | 120,000% |
| Annual Yield % from dividends | 1.19 | 1.20 | 99% |
| Returns for 1 year | 10.51 | 4.34 | 242% |
| Returns for 3 years | 33.67 | 24.13 | 140% |
| Returns for 5 years | 32.27 | -3.37 | -959% |
| Returns for 10 years | 86.26 | 48.02 | 180% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers