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CLBCX vs WMBLX
CLBCX vs WMBLX Comparison
Open Charts CLBCX vs WMBLX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
WesMark Balanced
Price$13.49
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.54M
CLBCX vs WMBLX Comparison Chart in %
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CLBCX vs. WMBLX commentary
Jul 07, 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 CLBCX is a Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. WMBLX (97.5M). WMBLX pays higher dividends than CLBCX: WMBLX (1.83) vs CLBCX (1.13). CLBCX was incepted earlier than WMBLX: CLBCX (23 years) vs WMBLX (27 years). CLBCX (1.35) and WMBLX (1.30) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). CLBCX has a lower initial minimum investment than WMBLX: CLBCX (250) vs WMBLX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. WMBLX (0.69). CLBCX return over 5 years is better than : 37.95 vs. WMBLX (18.16).
| CLBCX | WMBLX | CLBCX / WMBLX | |
| Total Expense Ratio | 1.35 | 1.30 | 104% |
| Annual Report Gross Expense Ratio | 1.35 | 1.30 | 104% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 7.660 | 4.071 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 97.5M | 258,462% |
| Annual Yield % from dividends | 1.13 | 1.83 | 62% |
| Returns for 1 year | 7.04 | 0.69 | 1,024% |
| Returns for 3 years | 33.08 | 8.39 | 394% |
| Returns for 5 years | 37.95 | 18.16 | 209% |
| Returns for 10 years | 64.69 | 27.45 | 236% |
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