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CLBFX vs VWELX
CLBFX vs VWELX Comparison
Open Charts CLBFX vs VWELX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Vanguard Wellington™ I
Price$47.35
Change+$0.20 (+0.42%)
VolumeN/A
Net Assets117.1B
CLBFX vs VWELX Comparison Chart in %
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CLBFX vs. VWELX commentary
Sep 28, 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 Hold and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. VWELX (117B). VWELX (1.96) and CLBFX (1.94) 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 : 7.93 vs. VWELX (3.68). CLBFX return over 5 years is better than : 47.10 vs. VWELX (15.94).
| 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 | 12.937 | 11.638 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 117B | 225% |
| Annual Yield % from dividends | 1.94 | 1.96 | 99% |
| Returns for 1 year | 7.93 | 3.68 | 215% |
| Returns for 3 years | 52.34 | 27.99 | 187% |
| Returns for 5 years | 47.10 | 15.94 | 296% |
| Returns for 10 years | 98.95 | 43.28 | 229% |
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