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CLBCX vs WBBIX
CLBCX vs WBBIX Comparison
Open Charts CLBCX vs WBBIX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
TETON Westwood Balanced I
Price$9.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets32.08M
CLBCX vs WBBIX Comparison Chart in %
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CLBCX vs. WBBIX commentary
Dec 28, 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 StrongBuy and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. WBBIX (32.1M). WBBIX pays higher dividends than CLBCX: WBBIX (1.59) vs CLBCX (1.02). 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). WBBIX is a more actively managed with annual turnover of: 77.00 vs. CLBCX (44.00). 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 : 8.50 vs. WBBIX (-5.24). CLBCX return over 5 years is better than : 31.70 vs. WBBIX (-9.32).
| 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 | 10.112 | -4.106 | -246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.1M | 838,006% |
| Annual Yield % from dividends | 1.02 | 1.59 | 64% |
| Returns for 1 year | 8.50 | -5.24 | -162% |
| Returns for 3 years | 35.19 | 7.19 | 489% |
| Returns for 5 years | 31.70 | -9.32 | -340% |
| Returns for 10 years | 71.78 | -5.88 | -1,220% |
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