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CLBFX vs WBBIX
CLBFX vs WBBIX Comparison
Open Charts CLBFX vs WBBIX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
TETON Westwood Balanced I
Price$10.56
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.88M
CLBFX vs WBBIX Comparison Chart in %
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CLBFX vs. WBBIX commentary
Sep 08, 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 WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. WBBIX (33.9M). CLBFX pays higher dividends than WBBIX: CLBFX (1.94) vs WBBIX (1.44). CLBFX was incepted earlier than WBBIX: CLBFX (23 years) vs WBBIX (18 years). WBBIX (1.14) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. WBBIX (36.00). CLBFX has a lower initial minimum investment than WBBIX: CLBFX (250) vs WBBIX (500000). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. WBBIX (0.51). CLBFX return over 5 years is better than : 42.70 vs. WBBIX (2.08).
| CLBFX | WBBIX | CLBFX / WBBIX | |
| Total Expense Ratio | 0.67 | 1.14 | 59% |
| Annual Report Gross Expense Ratio | 0.67 | 1.14 | 59% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 11.495 | 6.500 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 33.9M | 764,012% |
| Annual Yield % from dividends | 1.94 | 1.44 | 135% |
| Returns for 1 year | 10.11 | 0.51 | 1,976% |
| Returns for 3 years | 41.65 | 12.62 | 330% |
| Returns for 5 years | 42.70 | 2.08 | 2,054% |
| Returns for 10 years | 92.18 | 0.04 | 227,955% |
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