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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
WesMark Balanced
Price$13.21
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets97.6M
CLBAX vs WMBLX Comparison Chart
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CLBAX vs. WMBLX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. WMBLX (97.6M). 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 : 12.29 vs. WMBLX (3.51). CLBAX return over 5 years is better than : 31.49 vs. WMBLX (6.92).
| 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 | 1.956 | 0.917 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 97.6M | 245,902% |
| Annual Yield % from dividends | 2.23 | 1.93 | 115% |
| Returns for 1 year | 12.29 | 3.51 | 350% |
| Returns for 3 years | 13.84 | -5.00 | -277% |
| Returns for 5 years | 31.49 | 6.92 | 455% |
| Returns for 10 years | 69.06 | 22.44 | 308% |
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