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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$39.61
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
TETON Westwood Balanced C
Price$9.67
Change-$0.07 (-0.72%)
VolumeN/A
Net Assets32.59M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX 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 WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. WBCCX (32.6M). CLBFX pays higher dividends than WBCCX: CLBFX (1.83) 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 : 10.76 vs. WBCCX (-7.54). CLBFX return over 5 years is better than : 43.74 vs. WBCCX (-12.28).
| 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 | 18.399 | -4.656 | -395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.6M | 825,153% |
| Annual Yield % from dividends | 1.83 | 0.54 | 336% |
| Returns for 1 year | 10.76 | -7.54 | -143% |
| Returns for 3 years | 45.23 | 1.76 | 2,563% |
| Returns for 5 years | 43.74 | -12.28 | -356% |
| Returns for 10 years | 97.46 | -11.94 | -816% |
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