Interact to see
Advertisement
Advertisement
CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
UBS US Allocation P
Price$56.18
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets225.58M
CLBCX vs PWTYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PWTYX commentary
Oct 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 CLBCX is a Buy and PWTYX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. PWTYX (226M). PWTYX pays higher dividends than CLBCX: PWTYX (1.65) vs CLBCX (1.06). CLBCX was incepted earlier than PWTYX: CLBCX (24 years) vs PWTYX (32 years). CLBCX (1.35) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 58.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than PWTYX: CLBCX (250) vs PWTYX (2000000). CLBCX annual gain was more profitable for investors over the last year : 7.87 vs. PWTYX (4.30). CLBCX return over 5 years is better than : 38.56 vs. PWTYX (9.23).
| CLBCX | PWTYX | CLBCX / PWTYX | |
| Total Expense Ratio | 1.35 | 0.77 | 175% |
| Annual Report Gross Expense Ratio | 1.35 | 0.77 | 175% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 13.912 | 11.181 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 226M | 117,699% |
| Annual Yield % from dividends | 1.06 | 1.65 | 64% |
| Returns for 1 year | 7.87 | 4.30 | 183% |
| Returns for 3 years | 47.86 | 33.08 | 145% |
| Returns for 5 years | 38.56 | 9.23 | 418% |
| Returns for 10 years | 74.34 | 50.35 | 148% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers