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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced I
Price$10.08
Change-$0.08 (-0.79%)
VolumeN/A
Net Assets33.66M
CLBCX vs WBBIX Comparison Chart
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CLBCX vs. WBBIX commentary
Jun 15, 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 WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 247B vs. WBBIX (33.7M). WBBIX pays higher dividends than CLBCX: WBBIX (1.49) vs CLBCX (1.18). CLBCX was incepted earlier than WBBIX: CLBCX (23 years) vs WBBIX (17 years). CLBCX (1.35) is less costly to investors than WBBIX (1.14). CLBCX is a more actively managed with annual turnover of: 44.00 vs. WBBIX (36.00). CLBCX has a lower initial minimum investment than WBBIX: CLBCX (250) vs WBBIX (500000). CLBCX annual gain was more profitable for investors over the last year : 4.49 vs. WBBIX (-1.12). CLBCX return over 5 years is better than : 34.93 vs. WBBIX (0.92).
| CLBCX | WBBIX | CLBCX / WBBIX | |
| Total Expense Ratio | 1.35 | 1.14 | 118% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.067 | 1.256 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 33.7M | 732,938% |
| Annual Yield % from dividends | 1.18 | 1.49 | 79% |
| Returns for 1 year | 4.49 | -1.12 | -402% |
| Returns for 3 years | 30.63 | 10.76 | 285% |
| Returns for 5 years | 34.93 | 0.92 | 3,799% |
| Returns for 10 years | 57.89 | -9.39 | -617% |
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