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CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
TETON Westwood Balanced AAA
Price$10.59
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.81M
CLBCX vs WEBAX Comparison Chart in %
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CLBCX vs. WEBAX commentary
Sep 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 Hold and WEBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. WEBAX (33.8M). WEBAX pays higher dividends than CLBCX: WEBAX (1.20) vs CLBCX (1.11). 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 : 7.19 vs. WEBAX (-0.85). CLBCX return over 5 years is better than : 40.81 vs. WEBAX (3.40).
| 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 | 12.421 | 6.818 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 33.8M | 775,148% |
| Annual Yield % from dividends | 1.11 | 1.20 | 92% |
| Returns for 1 year | 7.19 | -0.85 | -844% |
| Returns for 3 years | 48.53 | 19.39 | 250% |
| Returns for 5 years | 40.81 | 3.40 | 1,200% |
| Returns for 10 years | 81.37 | 0.63 | 12,878% |
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