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CLBCX vs VWENX
CLBCX vs VWENX Comparison
Open Charts CLBCX vs VWENX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ Admiral™
Price$76.11
Change-$0.69 (-0.90%)
VolumeN/A
Net Assets110.88B
CLBCX vs VWENX Comparison Chart
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CLBCX vs. VWENX commentary
Jun 16, 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: 244B vs. VWENX (111B). VWENX pays higher dividends than CLBCX: VWENX (2.17) vs CLBCX (1.18). 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 : 4.49 vs. VWENX (0.19). CLBCX return over 5 years is better than : 34.93 vs. VWENX (12.35).
| 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 | 4.067 | 3.285 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 1.18 | 2.17 | 55% |
| Returns for 1 year | 4.49 | 0.19 | 2,345% |
| Returns for 3 years | 30.63 | 15.38 | 199% |
| Returns for 5 years | 34.93 | 12.35 | 283% |
| Returns for 10 years | 57.89 | 23.30 | 248% |
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