Interact to see
Advertisement
Advertisement
CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$38.44
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
WesMark Balanced
Price$13.93
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets99.19M
CLBAX vs WMBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. WMBLX commentary
Sep 18, 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: 263B vs. WMBLX (99.2M). CLBAX pays higher dividends than WMBLX: CLBAX (1.80) vs WMBLX (1.46). CLBAX was incepted earlier than WMBLX: CLBAX (24 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 : 9.29 vs. WMBLX (-0.94). CLBAX return over 5 years is better than : 44.74 vs. WMBLX (18.78).
| CLBAX | WMBLX | CLBAX / WMBLX | |
| Total Expense Ratio | 0.58 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.58 | 1.30 | 45% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 12.889 | 7.517 | 171% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 99.2M | 265,121% |
| Annual Yield % from dividends | 1.80 | 1.46 | 123% |
| Returns for 1 year | 9.29 | -0.94 | -987% |
| Returns for 3 years | 43.58 | 12.16 | 358% |
| Returns for 5 years | 44.74 | 18.78 | 238% |
| Returns for 10 years | 91.51 | 37.70 | 243% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement