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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
TETON Westwood Balanced C
Price$10.86
Change-$0.10 (-0.91%)
VolumeN/A
Net Assets33.6M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. WBCCX (33.6M). CLBFX pays higher dividends than WBCCX: CLBFX (1.86) vs WBCCX (0.48). CLBFX was incepted earlier than WBCCX: CLBFX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). CLBFX has a lower initial minimum investment than WBCCX: CLBFX (250) vs WBCCX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.91 vs. WBCCX (-2.23). CLBFX return over 5 years is better than : 42.56 vs. WBCCX (-4.33).
| CLBFX | WBCCX | CLBFX / WBCCX | |
| Total Expense Ratio | 0.67 | 2.14 | 31% |
| Annual Report Gross Expense Ratio | 0.67 | 2.14 | 31% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 14.974 | 7.287 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 33.6M | 800,595% |
| Annual Yield % from dividends | 1.86 | 0.48 | 390% |
| Returns for 1 year | 8.91 | -2.23 | -399% |
| Returns for 3 years | 44.01 | 8.50 | 518% |
| Returns for 5 years | 42.56 | -4.33 | -982% |
| Returns for 10 years | 90.28 | -7.79 | -1,159% |
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