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CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
TETON Westwood Balanced AAA
Price$10.49
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.72M
CLBCX vs WEBAX Comparison Chart in %
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CLBCX vs. WEBAX commentary
Aug 17, 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. WEBAX (33.7M). WEBAX pays higher dividends than CLBCX: WEBAX (1.22) vs CLBCX (1.12). CLBCX was incepted earlier than WEBAX: CLBCX (24 years) vs WEBAX (34 years). WEBAX (1.39) and CLBCX (1.35) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). CLBCX has a lower initial minimum investment than WEBAX: CLBCX (250) vs WEBAX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. WEBAX (-0.13). CLBCX return over 5 years is better than : 34.64 vs. WEBAX (-0.15).
| CLBCX | WEBAX | CLBCX / WEBAX | |
| Total Expense Ratio | 1.35 | 1.39 | 97% |
| Annual Report Gross Expense Ratio | 1.35 | 1.39 | 97% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 9.208 | 5.451 | 169% |
| 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 | 1.22 | 92% |
| Returns for 1 year | 7.14 | -0.13 | -5,655% |
| Returns for 3 years | 27.58 | 3.63 | 759% |
| Returns for 5 years | 34.64 | -0.15 | -23,513% |
| Returns for 10 years | 65.77 | -6.61 | -994% |
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