Interact to see
Advertisement
Advertisement
CLBFX vs VWELX
CLBFX vs VWELX Comparison
Open Charts CLBFX vs VWELX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ I
Price$44.07
Change-$0.40 (-0.90%)
VolumeN/A
Net Assets110.88B
CLBFX vs VWELX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. VWELX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. VWELX (111B). VWELX (2.09) and CLBFX (2.07) 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 : 5.44 vs. VWELX (0.15). CLBFX return over 5 years is better than : 41.30 vs. VWELX (12.13).
| CLBFX | VWELX | CLBFX / VWELX | |
| Total Expense Ratio | 0.67 | 0.25 | 268% |
| Annual Report Gross Expense Ratio | 0.67 | 0.25 | 268% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 4.519 | 3.248 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 2.07 | 2.09 | 99% |
| Returns for 1 year | 5.44 | 0.15 | 3,568% |
| Returns for 3 years | 34.29 | 15.23 | 225% |
| Returns for 5 years | 41.30 | 12.13 | 340% |
| Returns for 10 years | 73.68 | 22.90 | 322% |