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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
WesMark Balanced
Price$13.91
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets98.99M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Sep 29, 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 Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. WMBLX (99M). 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 : 7.82 vs. WMBLX (-1.69). CLBAX return over 5 years is better than : 45.97 vs. WMBLX (20.76).
| 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 | 12.860 | 7.756 | 166% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 99M | 265,657% |
| Annual Yield % from dividends | 1.80 | 1.46 | 123% |
| Returns for 1 year | 7.82 | -1.69 | -463% |
| Returns for 3 years | 51.69 | 17.33 | 298% |
| Returns for 5 years | 45.97 | 20.76 | 221% |
| Returns for 10 years | 95.16 | 40.45 | 235% |
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