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CLBFX vs WEBAX
CLBFX vs WEBAX Comparison
Open Charts CLBFX vs WEBAX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced AAA
Price$10.09
Change-$0.09 (-0.88%)
VolumeN/A
Net Assets33.66M
CLBFX vs WEBAX Comparison Chart
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CLBFX vs. WEBAX commentary
Jun 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 Buy and WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 247B vs. WEBAX (33.7M). CLBFX pays higher dividends than WEBAX: CLBFX (2.07) vs WEBAX (1.24). 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 : 5.44 vs. WEBAX (-1.46). CLBFX return over 5 years is better than : 41.30 vs. WEBAX (-0.35).
| 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 | 4.519 | 1.091 | 414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 33.7M | 732,938% |
| Annual Yield % from dividends | 2.07 | 1.24 | 167% |
| Returns for 1 year | 5.44 | -1.46 | -372% |
| Returns for 3 years | 34.29 | 9.80 | 350% |
| Returns for 5 years | 41.30 | -0.35 | -11,961% |
| Returns for 10 years | 73.68 | -11.48 | -642% |
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