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CLBFX vs VWENX
CLBFX vs VWENX Comparison
Open Charts CLBFX vs VWENX
American Funds American Balanced 529F
Price$39.61
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Vanguard Wellington Admiral
Price$84.21
Change-$0.85 (-1.00%)
VolumeN/A
Net Assets122.29B
CLBFX vs VWENX Comparison Chart in %
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CLBFX vs. VWENX commentary
Dec 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 StrongBuy and VWENX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. VWENX (122B). VWENX (1.91) and CLBFX (1.83) 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 : 10.76 vs. VWENX (4.26). CLBFX return over 5 years is better than : 43.74 vs. VWENX (11.79).
| 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 | 18.399 | 16.194 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 122B | 220% |
| Annual Yield % from dividends | 1.83 | 1.91 | 96% |
| Returns for 1 year | 10.76 | 4.26 | 253% |
| Returns for 3 years | 45.23 | 22.14 | 204% |
| Returns for 5 years | 43.74 | 11.79 | 371% |
| Returns for 10 years | 97.46 | 43.43 | 224% |
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