CLBAX
Price
$37.92
Change
+$0.20 (+0.53%)
Updated
Sep 5 closing price
Net Assets
259.11B
WMBLX
Price
$13.73
Change
-$0.02 (-0.15%)
Updated
Sep 5 closing price
Net Assets
98.22M
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CLBAX vs WMBLX

Header iconCLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLXBanner chart's image
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
WesMark Balanced
Price$13.73
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets98.22M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. WMBLX (98.2M). 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 : 9.95 vs. WMBLX (-1.18). CLBAX return over 5 years is better than : 41.54 vs. WMBLX (15.52).
CLBAXWMBLXCLBAX / WMBLX
Total Expense Ratio0.581.3045%
Annual Report Gross Expense Ratio0.581.3045%
Fund Existence24 years27 years-
Gain YTD11.3626.202183%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets259B98.2M263,747%
Annual Yield % from dividends1.801.46123%
Returns for 1 year9.95-1.18-841%
Returns for 3 years40.9210.62385%
Returns for 5 years41.5415.52268%
Returns for 10 years88.4735.44250%
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