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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
WesMark Balanced
Price$13.04
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets93.49M
CLBAX vs WMBLX Comparison Chart
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CLBAX vs. WMBLX commentary
Jun 15, 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: 244B vs. WMBLX (93.5M). CLBAX (1.91) and WMBLX (1.87) 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 : 5.26 vs. WMBLX (-2.55). CLBAX return over 5 years is better than : 40.12 vs. WMBLX (15.56).
| 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 | 4.431 | 0.474 | 935% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.5M | 260,963% |
| Annual Yield % from dividends | 1.91 | 1.87 | 102% |
| Returns for 1 year | 5.26 | -2.55 | -206% |
| Returns for 3 years | 33.60 | 7.16 | 469% |
| Returns for 5 years | 40.12 | 15.56 | 258% |
| Returns for 10 years | 70.29 | 21.51 | 327% |
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