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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
UBS US Allocation P
Price$54.86
Change+$0.25 (+0.46%)
VolumeN/A
Net Assets222.82M
CLBCX vs PWTYX Comparison Chart in %
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CLBCX vs. PWTYX commentary
Sep 10, 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: 259B vs. PWTYX (223M). PWTYX pays higher dividends than CLBCX: PWTYX (1.71) vs CLBCX (1.11). 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 : 10.90 vs. PWTYX (7.27). CLBCX return over 5 years is better than : 37.22 vs. PWTYX (10.08).
| 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 | 11.223 | 8.569 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 223M | 116,143% |
| Annual Yield % from dividends | 1.11 | 1.71 | 65% |
| Returns for 1 year | 10.90 | 7.27 | 150% |
| Returns for 3 years | 35.13 | 20.97 | 168% |
| Returns for 5 years | 37.22 | 10.08 | 369% |
| Returns for 10 years | 76.01 | 48.00 | 158% |
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