CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
WMBLX
Price
$13.49
Change
+$0.02 (+0.15%)
Updated
Jul 3 closing price
Net Assets
97.54M
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CLBAX vs WMBLX

Header iconCLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
WesMark Balanced
Price$13.49
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.54M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. WMBLX (97.5M). 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 : 7.84 vs. WMBLX (0.69). CLBAX return over 5 years is better than : 43.26 vs. WMBLX (18.16).
CLBAXWMBLXCLBAX / WMBLX
Total Expense Ratio0.581.3045%
Annual Report Gross Expense Ratio0.581.3045%
Fund Existence23 years27 years-
Gain YTD8.0734.071198%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B97.5M258,462%
Annual Yield % from dividends1.841.83101%
Returns for 1 year7.840.691,140%
Returns for 3 years36.148.39431%
Returns for 5 years43.2618.16238%
Returns for 10 years77.5527.45283%
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