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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
TETON Westwood Balanced C
Price$9.84
Change-$1.07 (-9.81%)
VolumeN/A
Net Assets32.16M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX commentary
Feb 05, 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. WBCCX (32.2M). CLBFX pays higher dividends than WBCCX: CLBFX (2.03) vs WBCCX (0.54). 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). WBCCX is a more actively managed with annual turnover of: 77.00 vs. CLBFX (44.00). 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 : 11.50 vs. WBCCX (-6.14). CLBFX return over 5 years is better than : 38.44 vs. WBCCX (-13.59).
| 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 | 2.464 | 1.863 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.2M | 838,509% |
| Annual Yield % from dividends | 2.03 | 0.54 | 377% |
| Returns for 1 year | 11.50 | -6.14 | -187% |
| Returns for 3 years | 37.33 | 1.46 | 2,565% |
| Returns for 5 years | 38.44 | -13.59 | -283% |
| Returns for 10 years | 104.71 | -8.30 | -1,261% |
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