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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
WesMark Balanced
Price$13.90
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets101.61M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Feb 04, 2026
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 Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. WMBLX (102M). CLBAX pays higher dividends than WMBLX: CLBAX (1.89) vs WMBLX (1.69). 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 : 11.35 vs. WMBLX (6.37). CLBAX return over 5 years is better than : 37.40 vs. WMBLX (9.92).
| 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 | 2.460 | 3.477 | 71% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 102M | 264,706% |
| Annual Yield % from dividends | 1.89 | 1.69 | 112% |
| Returns for 1 year | 11.35 | 6.37 | 178% |
| Returns for 3 years | 36.75 | 10.30 | 357% |
| Returns for 5 years | 37.40 | 9.92 | 377% |
| Returns for 10 years | 100.85 | 45.87 | 220% |
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