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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
TETON Westwood Balanced I
Price$10.58
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets33.51M
CLBCX vs WBBIX Comparison Chart in %
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CLBCX vs. WBBIX commentary
Oct 19, 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: 266B vs. WBBIX (33.5M). WBBIX pays higher dividends than CLBCX: WBBIX (1.42) vs CLBCX (1.06). CLBCX was incepted earlier than WBBIX: CLBCX (24 years) vs WBBIX (18 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 : 7.87 vs. WBBIX (-1.60). CLBCX return over 5 years is better than : 38.56 vs. WBBIX (1.41).
| CLBCX | WBBIX | CLBCX / WBBIX | |
| Total Expense Ratio | 1.35 | 1.14 | 118% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.912 | 7.134 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 33.5M | 794,030% |
| Annual Yield % from dividends | 1.06 | 1.42 | 74% |
| Returns for 1 year | 7.87 | -1.60 | -491% |
| Returns for 3 years | 47.86 | 18.30 | 261% |
| Returns for 5 years | 38.56 | 1.41 | 2,731% |
| Returns for 10 years | 74.34 | -0.95 | -7,839% |
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