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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
WesMark Balanced
Price$13.61
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets97.81M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Aug 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: 256B vs. WMBLX (97.8M). CLBAX pays higher dividends than WMBLX: CLBAX (1.82) vs WMBLX (1.38). 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 : 7.96 vs. WMBLX (-1.26). CLBAX return over 5 years is better than : 39.83 vs. WMBLX (14.93).
| 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 | 9.747 | 5.146 | 189% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 97.8M | 261,759% |
| Annual Yield % from dividends | 1.82 | 1.38 | 132% |
| Returns for 1 year | 7.96 | -1.26 | -633% |
| Returns for 3 years | 30.56 | 3.51 | 871% |
| Returns for 5 years | 39.83 | 14.93 | 267% |
| Returns for 10 years | 78.78 | 29.37 | 268% |
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