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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$39.66
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
TETON Westwood Balanced C
Price$9.67
Change-$0.07 (-0.72%)
VolumeN/A
Net Assets32.59M
CLBCX vs WBCCX Comparison Chart in %
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CLBCX vs. WBCCX commentary
Dec 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 StrongBuy and WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. WBCCX (32.6M). CLBCX pays higher dividends than WBCCX: CLBCX (1.02) vs WBCCX (0.54). 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). WBCCX is a more actively managed with annual turnover of: 77.00 vs. CLBCX (44.00). 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 : 9.79 vs. WBCCX (-7.54). CLBCX return over 5 years is better than : 37.30 vs. WBCCX (-12.28).
| 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 | 17.361 | -4.656 | -373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.6M | 825,153% |
| Annual Yield % from dividends | 1.02 | 0.54 | 188% |
| Returns for 1 year | 9.79 | -7.54 | -130% |
| Returns for 3 years | 41.27 | 1.76 | 2,339% |
| Returns for 5 years | 37.30 | -12.28 | -304% |
| Returns for 10 years | 79.55 | -11.94 | -666% |
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