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CLBAX vs WMBLX
CLBAX vs WMBLX Comparison
Open Charts CLBAX vs WMBLX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
WesMark Balanced
Price$13.54
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets99.25M
CLBAX vs WMBLX Comparison Chart in %
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CLBAX vs. WMBLX commentary
Dec 28, 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 StrongBuy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. WMBLX (99.3M). CLBAX pays higher dividends than WMBLX: CLBAX (1.70) vs WMBLX (1.56). 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 : 9.15 vs. WMBLX (4.16). CLBAX return over 5 years is better than : 36.56 vs. WMBLX (10.14).
| 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 | 10.739 | 5.031 | 213% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 99.3M | 270,896% |
| Annual Yield % from dividends | 1.70 | 1.56 | 109% |
| Returns for 1 year | 9.15 | 4.16 | 220% |
| Returns for 3 years | 38.03 | 8.78 | 433% |
| Returns for 5 years | 36.56 | 10.14 | 360% |
| Returns for 10 years | 84.88 | 36.24 | 234% |
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