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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Vanguard Wellington Admiral
Price$83.47
Change-$1.08 (-1.28%)
VolumeN/A
Net Assets121.35B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Nov 14, 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. VWENX (121B). VWENX (1.93) and CLBFX (1.86) have matching dividends . CLBFX was incepted earlier than VWENX: CLBFX (23 years) vs VWENX (25 years). CLBFX (0.67) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than VWENX: CLBFX (250) vs VWENX (50000). CLBFX annual gain was more profitable for investors over the last year : 8.91 vs. VWENX (5.13). CLBFX return over 5 years is better than : 42.56 vs. VWENX (12.44).
| CLBFX | VWENX | CLBFX / VWENX | |
| Total Expense Ratio | 0.67 | 0.17 | 394% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 14.974 | 15.497 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 121B | 222% |
| Annual Yield % from dividends | 1.86 | 1.93 | 96% |
| Returns for 1 year | 8.91 | 5.13 | 174% |
| Returns for 3 years | 44.01 | 24.23 | 182% |
| Returns for 5 years | 42.56 | 12.44 | 342% |
| Returns for 10 years | 90.28 | 41.92 | 215% |
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