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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
TETON Westwood Balanced C
Price$10.86
Change-$0.10 (-0.91%)
VolumeN/A
Net Assets33.6M
CLBCX vs WBCCX Comparison Chart in %
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CLBCX vs. WBCCX commentary
Nov 14, 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. WBCCX (33.6M). CLBCX pays higher dividends than WBCCX: CLBCX (1.04) vs WBCCX (0.48). CLBCX was incepted earlier than WBCCX: CLBCX (24 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). CLBCX has a lower initial minimum investment than WBCCX: CLBCX (250) vs WBCCX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.92 vs. WBCCX (-2.23). CLBCX return over 5 years is better than : 36.11 vs. WBCCX (-4.33).
| CLBCX | WBCCX | CLBCX / WBCCX | |
| Total Expense Ratio | 1.35 | 2.14 | 63% |
| Annual Report Gross Expense Ratio | 1.35 | 2.14 | 63% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 14.029 | 7.287 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 33.6M | 800,595% |
| Annual Yield % from dividends | 1.04 | 0.48 | 218% |
| Returns for 1 year | 7.92 | -2.23 | -355% |
| Returns for 3 years | 40.07 | 8.50 | 472% |
| Returns for 5 years | 36.11 | -4.33 | -833% |
| Returns for 10 years | 73.04 | -7.79 | -938% |
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