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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
UBS US Allocation P
Price$53.74
Change-$0.24 (-0.44%)
VolumeN/A
Net Assets218.96M
CLBCX vs PWTYX Comparison Chart in %
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CLBCX vs. PWTYX commentary
Aug 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. PWTYX (219M). PWTYX pays higher dividends than CLBCX: PWTYX (1.74) vs CLBCX (1.12). 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 : 5.99 vs. PWTYX (3.23). CLBCX return over 5 years is better than : 34.19 vs. PWTYX (8.02).
| 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 | 8.770 | 6.353 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 219M | 116,895% |
| Annual Yield % from dividends | 1.12 | 1.74 | 65% |
| Returns for 1 year | 5.99 | 3.23 | 185% |
| Returns for 3 years | 28.63 | 15.01 | 191% |
| Returns for 5 years | 34.19 | 8.02 | 426% |
| Returns for 10 years | 71.33 | 46.01 | 155% |
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