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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$34.30
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
WesMark Balanced
Price$12.67
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets91.24M
CLBAX vs WMBLX Comparison Chart
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CLBAX vs. WMBLX commentary
May 09, 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: 234B vs. WMBLX (91.2M). CLBAX (1.98) and WMBLX (1.93) 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 : 4.71 vs. WMBLX (-4.03). CLBAX return over 5 years is better than : 38.50 vs. WMBLX (14.00).
| CLBAX | WMBLX | CLBAX / WMBLX | |
| Total Expense Ratio | 0.58 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.58 | 1.30 | 45% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 0.428 | -2.629 | -16% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 91.2M | 256,579% |
| Annual Yield % from dividends | 1.98 | 1.93 | 103% |
| Returns for 1 year | 4.71 | -4.03 | -117% |
| Returns for 3 years | 23.15 | -1.98 | -1,171% |
| Returns for 5 years | 38.50 | 14.00 | 275% |
| Returns for 10 years | 62.65 | 17.31 | 362% |
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