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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
TETON Westwood Balanced AAA
Price$9.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets33.04M
CLBFX vs WEBAX Comparison Chart in %
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CLBFX vs. WEBAX commentary
Dec 04, 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. WEBAX (33M). CLBFX pays higher dividends than WEBAX: CLBFX (1.83) vs WEBAX (1.34). CLBFX was incepted earlier than WEBAX: CLBFX (23 years) vs WEBAX (34 years). WEBAX (1.39) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). CLBFX has a lower initial minimum investment than WEBAX: CLBFX (250) vs WEBAX (1000). CLBFX annual gain was more profitable for investors over the last year : 9.42 vs. WEBAX (-8.79). CLBFX return over 5 years is better than : 42.06 vs. WEBAX (-10.14).
| CLBFX | WEBAX | CLBFX / WEBAX | |
| Total Expense Ratio | 0.67 | 1.39 | 48% |
| Annual Report Gross Expense Ratio | 0.67 | 1.39 | 48% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 16.745 | -4.882 | -343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 33M | 815,152% |
| Annual Yield % from dividends | 1.83 | 1.34 | 136% |
| Returns for 1 year | 9.42 | -8.79 | -107% |
| Returns for 3 years | 41.56 | 1.82 | 2,290% |
| Returns for 5 years | 42.06 | -10.14 | -415% |
| Returns for 10 years | 90.52 | -9.38 | -965% |
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