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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$33.29
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets227.6B
WesMark Balanced
Price$12.21
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets89.53M
CLBAX vs WMBLX Comparison Chart
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CLBAX vs. WMBLX commentary
Apr 17, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 228B vs. WMBLX (89.5M). CLBAX pays higher dividends than WMBLX: CLBAX (1.98) vs WMBLX (1.86). CLBAX was incepted earlier than WMBLX: CLBAX (23 years) vs WMBLX (27 years). WMBLX (1.24) is less costly to investors than CLBAX (0.60). 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 : 3.61 vs. WMBLX (-4.92). CLBAX return over 5 years is better than : 36.96 vs. WMBLX (14.41).
| CLBAX | WMBLX | CLBAX / WMBLX | |
| Total Expense Ratio | 0.60 | 1.24 | 48% |
| Annual Report Gross Expense Ratio | 0.60 | 1.24 | 48% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -2.529 | -4.959 | 51% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 89.5M | 254,749% |
| Annual Yield % from dividends | 1.98 | 1.86 | 106% |
| Returns for 1 year | 3.61 | -4.92 | -74% |
| Returns for 3 years | 12.46 | -8.12 | -153% |
| Returns for 5 years | 36.96 | 14.41 | 256% |
| Returns for 10 years | 58.75 | 14.61 | 402% |
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