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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
WesMark Balanced
Price$14.01
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets100.01M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Nov 15, 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: 269B vs. WMBLX (100M). CLBAX pays higher dividends than WMBLX: CLBAX (1.73) vs WMBLX (1.62). 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 : 8.74 vs. WMBLX (-0.52). CLBAX return over 5 years is better than : 41.36 vs. WMBLX (14.48).
| 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 | 14.803 | 8.677 | 171% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 100M | 269,000% |
| Annual Yield % from dividends | 1.73 | 1.62 | 107% |
| Returns for 1 year | 8.74 | -0.52 | -1,677% |
| Returns for 3 years | 43.29 | 9.58 | 452% |
| Returns for 5 years | 41.36 | 14.48 | 286% |
| Returns for 10 years | 86.58 | 35.83 | 242% |
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