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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$36.51
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$14.54
Change-$0.03 (-0.21%)
VolumeN/A
CapitalizationN/A
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CLBAX vs WMBLX Comparison Chart
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CLBAX vs. WMBLX commentary
Oct 18, 2024
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 StrongBuy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 239B vs. WMBLX (102M). 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 : 25.23 vs. WMBLX (16.55). CLBAX return over 5 years is better than : 43.35 vs. WMBLX (19.23).
| 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 | 15.298 | 12.542 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 102M | 234,314% |
| Annual Yield % from dividends | 2.23 | 1.93 | 115% |
| Returns for 1 year | 25.23 | 16.55 | 152% |
| Returns for 3 years | 15.96 | 3.39 | 470% |
| Returns for 5 years | 43.35 | 19.23 | 225% |
| Returns for 10 years | 74.11 | 39.40 | 188% |
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