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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$13.02
Change-$0.24 (-1.81%)
VolumeN/A
CapitalizationN/A
CLBAX vs WMBLX Comparison Chart
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CLBAX vs. WMBLX commentary
Dec 19, 2024
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 CLBAX is a StrongBuy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. WMBLX (91.9M). CLBAX pays higher dividends than WMBLX: CLBAX (2.23) vs WMBLX (1.93). CLBAX was incepted earlier than WMBLX: CLBAX (23 years) vs WMBLX (27 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. WMBLX (24.00). CLBAX has a lower initial minimum investment than WMBLX: CLBAX (250) vs WMBLX (1000). CLBAX annual gain was more profitable for investors over the last year : 12.51 vs. WMBLX (1.25). CLBAX return over 5 years is better than : 34.39 vs. WMBLX (6.50).
| CLBAX | WMBLX | CLBAX / WMBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 11.523 | 0.939 | 1,227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 91.9M | 262,242% |
| Annual Yield % from dividends | 2.23 | 1.93 | 115% |
| Returns for 1 year | 12.51 | 1.25 | 1,003% |
| Returns for 3 years | 13.21 | -4.68 | -282% |
| Returns for 5 years | 34.39 | 6.50 | 529% |
| Returns for 10 years | 58.66 | 19.50 | 301% |
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