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CLBFX vs PWTYX
CLBFX vs PWTYX Comparison
Open Charts CLBFX vs PWTYX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
UBS US Allocation P
Price$54.86
Change+$0.25 (+0.46%)
VolumeN/A
Net Assets222.82M
CLBFX vs PWTYX Comparison Chart in %
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CLBFX vs. PWTYX commentary
Sep 10, 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 CLBFX is a Buy and PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. PWTYX (223M). CLBFX pays higher dividends than PWTYX: CLBFX (1.94) vs PWTYX (1.71). CLBFX was incepted earlier than PWTYX: CLBFX (23 years) vs PWTYX (32 years). PWTYX (0.77) is less costly to investors than CLBFX (0.67). PWTYX is a more actively managed with annual turnover of: 58.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than PWTYX: CLBFX (250) vs PWTYX (2000000). CLBFX annual gain was more profitable for investors over the last year : 11.92 vs. PWTYX (7.27). CLBFX return over 5 years is better than : 43.66 vs. PWTYX (10.08).
| CLBFX | PWTYX | CLBFX / PWTYX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 11.937 | 8.569 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 223M | 116,143% |
| Annual Yield % from dividends | 1.94 | 1.71 | 114% |
| Returns for 1 year | 11.92 | 7.27 | 164% |
| Returns for 3 years | 38.90 | 20.97 | 186% |
| Returns for 5 years | 43.66 | 10.08 | 433% |
| Returns for 10 years | 93.51 | 48.00 | 195% |
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