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CLBCX vs VWENX
CLBCX vs VWENX Comparison
Open Charts CLBCX vs VWENX
American Funds American Balanced 529C
Price$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
Vanguard Wellington™ Admiral™
Price$79.94
Change-$0.30 (-0.37%)
VolumeN/A
Net Assets115.8B
CLBCX vs VWENX Comparison Chart in %
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CLBCX vs. VWENX commentary
Aug 20, 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: 256B vs. VWENX (116B). VWENX pays higher dividends than CLBCX: VWENX (2.06) vs CLBCX (1.12). CLBCX was incepted earlier than VWENX: CLBCX (24 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 : 7.02 vs. VWENX (3.73). CLBCX return over 5 years is better than : 34.78 vs. VWENX (11.52).
| CLBCX | VWENX | CLBCX / VWENX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.208 | 9.297 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 1.12 | 2.06 | 54% |
| Returns for 1 year | 7.02 | 3.73 | 188% |
| Returns for 3 years | 29.15 | 11.65 | 250% |
| Returns for 5 years | 34.78 | 11.52 | 302% |
| Returns for 10 years | 72.02 | 35.84 | 201% |
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