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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
WesMark Balanced
Price$13.92
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets99.23M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. WMBLX (99.2M). CLBAX pays higher dividends than WMBLX: CLBAX (1.76) vs WMBLX (1.58). CLBAX was incepted earlier than WMBLX: CLBAX (24 years) vs WMBLX (28 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 : 8.72 vs. WMBLX (-2.56). CLBAX return over 5 years is better than : 43.96 vs. WMBLX (16.38).
| 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 | 28 years | - |
| Gain YTD | 14.656 | 7.833 | 187% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 99.2M | 268,145% |
| Annual Yield % from dividends | 1.76 | 1.58 | 111% |
| Returns for 1 year | 8.72 | -2.56 | -340% |
| Returns for 3 years | 51.33 | 14.85 | 346% |
| Returns for 5 years | 43.96 | 16.38 | 268% |
| Returns for 10 years | 88.01 | 35.02 | 251% |
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