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CLBCX vs WEBAX
CLBCX vs WEBAX Comparison
Open Charts CLBCX vs WEBAX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
TETON Westwood Balanced AAA
Price$10.60
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets33.51M
CLBCX vs WEBAX Comparison Chart in %
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CLBCX vs. WEBAX commentary
Oct 19, 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: 266B vs. WEBAX (33.5M). WEBAX pays higher dividends than CLBCX: WEBAX (1.18) vs CLBCX (1.06). 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 : 7.87 vs. WEBAX (-1.94). CLBCX return over 5 years is better than : 38.56 vs. WEBAX (0.14).
| 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 | 13.912 | 6.919 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 33.5M | 794,030% |
| Annual Yield % from dividends | 1.06 | 1.18 | 89% |
| Returns for 1 year | 7.87 | -1.94 | -406% |
| Returns for 3 years | 47.86 | 17.38 | 275% |
| Returns for 5 years | 38.56 | 0.14 | 26,817% |
| Returns for 10 years | 74.34 | -3.28 | -2,270% |
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