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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Vanguard Wellington Admiral
Price$77.65
Change-$4.91 (-5.95%)
VolumeN/A
Net Assets120.44B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Feb 04, 2026
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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. VWENX (120B). VWENX (2.13) and CLBFX (2.03) 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 : 11.50 vs. VWENX (4.49). CLBFX return over 5 years is better than : 38.44 vs. VWENX (5.53).
| 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 | 2.464 | 0.596 | 413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 120B | 225% |
| Annual Yield % from dividends | 2.03 | 2.13 | 96% |
| Returns for 1 year | 11.50 | 4.49 | 256% |
| Returns for 3 years | 37.33 | 17.08 | 219% |
| Returns for 5 years | 38.44 | 5.53 | 695% |
| Returns for 10 years | 104.71 | 41.96 | 250% |
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