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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
TETON Westwood Balanced AAA
Price$10.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.86M
CLBFX vs WEBAX Comparison Chart in %
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CLBFX vs. WEBAX commentary
Sep 07, 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. WEBAX (33.9M). CLBFX pays higher dividends than WEBAX: CLBFX (1.94) vs WEBAX (1.20). 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 : 10.11 vs. WEBAX (0.26). CLBFX return over 5 years is better than : 42.70 vs. WEBAX (0.89).
| 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 | 11.495 | 6.355 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 33.9M | 761,062% |
| Annual Yield % from dividends | 1.94 | 1.20 | 161% |
| Returns for 1 year | 10.11 | 0.26 | 3,896% |
| Returns for 3 years | 41.65 | 11.75 | 355% |
| Returns for 5 years | 42.70 | 0.89 | 4,784% |
| Returns for 10 years | 92.18 | -2.25 | -4,101% |
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