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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Vanguard Wellington™ Admiral™
Price$79.94
Change-$0.30 (-0.37%)
VolumeN/A
Net Assets115.8B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Aug 20, 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: 256B vs. VWENX (116B). VWENX (2.06) and CLBFX (1.97) have matching dividends . CLBFX was incepted earlier than VWENX: CLBFX (23 years) vs VWENX (24 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 : 6.98 vs. VWENX (3.73). CLBFX return over 5 years is better than : 40.55 vs. VWENX (11.52).
| 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 | 24 years | - |
| Gain YTD | 9.435 | 9.297 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 1.97 | 2.06 | 96% |
| Returns for 1 year | 6.98 | 3.73 | 187% |
| Returns for 3 years | 32.26 | 11.65 | 277% |
| Returns for 5 years | 40.55 | 11.52 | 352% |
| Returns for 10 years | 88.40 | 35.84 | 247% |
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