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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
TETON Westwood Balanced AAA
Price$10.49
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.72M
CLBFX vs WEBAX Comparison Chart in %
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CLBFX vs. WEBAX commentary
Aug 17, 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: 256B vs. WEBAX (33.7M). CLBFX pays higher dividends than WEBAX: CLBFX (1.97) vs WEBAX (1.22). 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 : 8.11 vs. WEBAX (-0.13). CLBFX return over 5 years is better than : 40.98 vs. WEBAX (-0.15).
| 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 | 9.847 | 5.451 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 33.7M | 759,644% |
| Annual Yield % from dividends | 1.97 | 1.22 | 162% |
| Returns for 1 year | 8.11 | -0.13 | -6,428% |
| Returns for 3 years | 31.15 | 3.63 | 857% |
| Returns for 5 years | 40.98 | -0.15 | -27,817% |
| Returns for 10 years | 82.32 | -6.61 | -1,245% |
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