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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
UBS US Allocation P
Price$53.04
Change-$3.36 (-5.96%)
VolumeN/A
Net Assets224.44M
CLBCX vs PWTYX Comparison Chart in %
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CLBCX vs. PWTYX commentary
Feb 04, 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. PWTYX (224M). PWTYX pays higher dividends than CLBCX: PWTYX (1.32) vs CLBCX (1.19). 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 annual gain was more profitable for investors over the last year : 10.51 vs. PWTYX (4.88). CLBCX return over 5 years is better than : 32.27 vs. PWTYX (-1.05).
| 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 | 2.375 | 1.415 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 224M | 120,536% |
| Annual Yield % from dividends | 1.19 | 1.32 | 90% |
| Returns for 1 year | 10.51 | 4.88 | 215% |
| Returns for 3 years | 33.67 | 25.70 | 131% |
| Returns for 5 years | 32.27 | -1.05 | -3,078% |
| Returns for 10 years | 86.26 | 54.17 | 159% |
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