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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
TETON Westwood Balanced C
Price$10.73
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.72M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX commentary
Aug 18, 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: 256B vs. WBCCX (33.7M). CLBFX pays higher dividends than WBCCX: CLBFX (1.97) vs WBCCX (0.50). 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 : 8.11 vs. WBCCX (-0.94). CLBFX return over 5 years is better than : 40.98 vs. WBCCX (-3.41).
| 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 | 9.847 | 4.887 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 33.7M | 759,644% |
| Annual Yield % from dividends | 1.97 | 0.50 | 395% |
| Returns for 1 year | 8.11 | -0.94 | -864% |
| Returns for 3 years | 31.15 | 1.32 | 2,367% |
| Returns for 5 years | 40.98 | -3.41 | -1,200% |
| Returns for 10 years | 82.32 | -11.94 | -690% |
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