Interact to see
Advertisement
Advertisement
CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
UBS US Allocation P
Price$52.74
Change+$0.15 (+0.29%)
VolumeN/A
Net Assets224.95M
CLBCX vs PWTYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PWTYX commentary
Dec 26, 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. PWTYX (225M). PWTYX pays higher dividends than CLBCX: PWTYX (1.62) vs CLBCX (1.02). CLBCX was incepted earlier than PWTYX: CLBCX (24 years) vs PWTYX (33 years). CLBCX (1.35) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 57.00 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 : 8.57 vs. PWTYX (2.65). CLBCX return over 5 years is better than : 31.60 vs. PWTYX (0.76).
| 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 | 33 years | - |
| Gain YTD | 10.024 | 4.374 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 225M | 119,556% |
| Annual Yield % from dividends | 1.02 | 1.62 | 63% |
| Returns for 1 year | 8.57 | 2.65 | 324% |
| Returns for 3 years | 34.81 | 31.51 | 110% |
| Returns for 5 years | 31.60 | 0.76 | 4,147% |
| Returns for 10 years | 72.29 | 38.99 | 185% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers