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CLBCX vs WBCCX
CLBCX vs WBCCX Comparison
Open Charts CLBCX vs WBCCX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
TETON Westwood Balanced C
Price$10.73
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.72M
CLBCX vs WBCCX Comparison Chart in %
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CLBCX vs. WBCCX commentary
Aug 18, 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: 256B vs. WBCCX (33.7M). CLBCX pays higher dividends than WBCCX: CLBCX (1.12) vs WBCCX (0.50). 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 : 7.14 vs. WBCCX (-0.94). CLBCX return over 5 years is better than : 34.64 vs. WBCCX (-3.41).
| 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 | 9.208 | 4.887 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 33.7M | 759,644% |
| Annual Yield % from dividends | 1.12 | 0.50 | 225% |
| Returns for 1 year | 7.14 | -0.94 | -760% |
| Returns for 3 years | 27.58 | 1.32 | 2,096% |
| Returns for 5 years | 34.64 | -3.41 | -1,015% |
| Returns for 10 years | 65.77 | -11.94 | -551% |
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