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CLBFX vs VWELX
CLBFX vs VWELX Comparison
Open Charts CLBFX vs VWELX
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.
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).
| 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 | 8.169 | 6.843 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 111B | 227% |
| Annual Yield % from dividends | 1.99 | 2.02 | 99% |
| Returns for 1 year | 8.02 | 2.91 | 276% |
| Returns for 3 years | 36.80 | 15.81 | 233% |
| Returns for 5 years | 44.49 | 14.71 | 302% |
| Returns for 10 years | 81.14 | 29.19 | 278% |
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