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CLBFX vs WBCCX
CLBFX vs WBCCX Comparison
Open Charts CLBFX vs WBCCX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
TETON Westwood Balanced C
Price$10.81
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets33.88M
CLBFX vs WBCCX Comparison Chart in %
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CLBFX vs. WBCCX 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. WBCCX (33.9M). CLBFX pays higher dividends than WBCCX: CLBFX (1.94) vs WBCCX (0.49). 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 : 10.11 vs. WBCCX (-0.47). CLBFX return over 5 years is better than : 42.70 vs. WBCCX (-2.34).
| 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 | 11.495 | 5.767 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 33.9M | 764,012% |
| Annual Yield % from dividends | 1.94 | 0.49 | 393% |
| Returns for 1 year | 10.11 | -0.47 | -2,135% |
| Returns for 3 years | 41.65 | 9.27 | 449% |
| Returns for 5 years | 42.70 | -2.34 | -1,821% |
| Returns for 10 years | 92.18 | -7.82 | -1,179% |
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