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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
TETON Westwood Balanced I
Price$10.40
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets33.91M
CLBCX vs WBBIX Comparison Chart in %
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CLBCX vs. WBBIX commentary
Jul 27, 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: 254B vs. WBBIX (33.9M). WBBIX pays higher dividends than CLBCX: WBBIX (1.47) vs CLBCX (1.13). CLBCX was incepted earlier than WBBIX: CLBCX (23 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 : 9.42 vs. WBBIX (1.27). CLBCX return over 5 years is better than : 36.20 vs. WBBIX (2.30).
| 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 | 18 years | - |
| Gain YTD | 8.536 | 4.887 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 33.9M | 749,263% |
| Annual Yield % from dividends | 1.13 | 1.47 | 77% |
| Returns for 1 year | 9.42 | 1.27 | 744% |
| Returns for 3 years | 32.73 | 10.46 | 313% |
| Returns for 5 years | 36.20 | 2.30 | 1,572% |
| Returns for 10 years | 64.69 | -4.92 | -1,316% |