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CLBFX vs PWTYX
CLBFX vs PWTYX Comparison
Open Charts CLBFX vs PWTYX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
UBS US Allocation P
Price$53.74
Change-$0.24 (-0.44%)
VolumeN/A
Net Assets218.96M
CLBFX vs PWTYX Comparison Chart in %
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CLBFX vs. PWTYX commentary
Aug 20, 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: 256B vs. PWTYX (219M). CLBFX pays higher dividends than PWTYX: CLBFX (1.97) vs PWTYX (1.74). 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 : 6.98 vs. PWTYX (3.23). CLBFX return over 5 years is better than : 40.55 vs. PWTYX (8.02).
| 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 | 9.435 | 6.353 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 219M | 116,895% |
| Annual Yield % from dividends | 1.97 | 1.74 | 113% |
| Returns for 1 year | 6.98 | 3.23 | 216% |
| Returns for 3 years | 32.26 | 15.01 | 215% |
| Returns for 5 years | 40.55 | 8.02 | 506% |
| Returns for 10 years | 88.40 | 46.01 | 192% |
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