CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
VWELX
Price
$45.44
Change
+$0.22 (+0.49%)
Updated
Jul 3 closing price
Net Assets
110.88B
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CLBFX vs VWELX

Header iconCLBFX vs VWELX Comparison
Open Charts CLBFX vs VWELXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Vanguard Wellington™ I
Price$45.44
Change+$0.22 (+0.49%)
VolumeN/A
Net Assets110.88B
CLBFX vs VWELX Comparison Chart in %
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CLBFX vs. VWELX commentary
Jul 07, 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 VWELX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. VWELX (111B). VWELX (2.02) and CLBFX (1.99) have matching dividends . CLBFX was incepted earlier than VWELX: CLBFX (23 years) vs VWELX (96 years). CLBFX (0.67) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than VWELX: CLBFX (250) vs VWELX (3000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. VWELX (2.91). CLBFX return over 5 years is better than : 44.49 vs. VWELX (14.71).
CLBFXVWELXCLBFX / VWELX
Total Expense Ratio0.670.25268%
Annual Report Gross Expense Ratio0.670.25268%
Fund Existence23 years96 years-
Gain YTD8.1696.843119%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets252B111B227%
Annual Yield % from dividends1.992.0299%
Returns for 1 year8.022.91276%
Returns for 3 years36.8015.81233%
Returns for 5 years44.4914.71302%
Returns for 10 years81.1429.19278%
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