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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
WesMark Balanced
Price$13.54
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets97.63M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Jul 27, 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 CLBAX is a Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. WMBLX (97.6M). CLBAX (1.84) and WMBLX (1.83) have matching dividends . CLBAX was incepted earlier than WMBLX: CLBAX (23 years) vs WMBLX (27 years). WMBLX (1.30) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). 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 : 10.23 vs. WMBLX (-0.48). CLBAX return over 5 years is better than : 41.42 vs. WMBLX (17.82).
| CLBAX | WMBLX | CLBAX / WMBLX | |
| Total Expense Ratio | 0.58 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.58 | 1.30 | 45% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 9.013 | 4.605 | 196% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.6M | 260,246% |
| Annual Yield % from dividends | 1.84 | 1.83 | 101% |
| Returns for 1 year | 10.23 | -0.48 | -2,113% |
| Returns for 3 years | 35.76 | 7.21 | 496% |
| Returns for 5 years | 41.42 | 17.82 | 232% |
| Returns for 10 years | 77.58 | 28.19 | 275% |
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