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CLBCX vs VWENX
CLBCX vs VWENX Comparison
Open Charts CLBCX vs VWENX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Vanguard Wellington™ Admiral™
Price$79.35
Change+$0.19 (+0.24%)
VolumeN/A
Net Assets114.7B
CLBCX vs VWENX Comparison Chart in %
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CLBCX vs. VWENX commentary
Jul 28, 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. VWENX (115B). VWENX pays higher dividends than CLBCX: VWENX (2.09) vs CLBCX (1.13). CLBCX was incepted earlier than VWENX: CLBCX (23 years) vs VWENX (24 years). CLBCX (1.35) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than VWENX: CLBCX (250) vs VWENX (50000). CLBCX annual gain was more profitable for investors over the last year : 9.42 vs. VWENX (5.42). CLBCX return over 5 years is better than : 36.20 vs. VWENX (12.94).
| CLBCX | VWENX | CLBCX / VWENX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 8.536 | 8.085 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 115B | 221% |
| Annual Yield % from dividends | 1.13 | 2.09 | 54% |
| Returns for 1 year | 9.42 | 5.42 | 174% |
| Returns for 3 years | 32.73 | 15.83 | 207% |
| Returns for 5 years | 36.20 | 12.94 | 280% |
| Returns for 10 years | 64.69 | 29.95 | 216% |