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CLBCX vs WMBLX
CLBCX vs WMBLX Comparison
Open Charts CLBCX vs WMBLX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
WesMark Balanced
Price$13.04
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets93.49M
CLBCX vs WMBLX Comparison Chart
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CLBCX vs. WMBLX commentary
Jun 16, 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: 244B vs. WMBLX (93.5M). WMBLX pays higher dividends than CLBCX: WMBLX (1.87) vs CLBCX (1.18). 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 : 4.49 vs. WMBLX (-2.55). CLBCX return over 5 years is better than : 34.93 vs. WMBLX (15.56).
| 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 | 4.067 | 0.474 | 858% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.5M | 260,963% |
| Annual Yield % from dividends | 1.18 | 1.87 | 63% |
| Returns for 1 year | 4.49 | -2.55 | -176% |
| Returns for 3 years | 30.63 | 7.16 | 428% |
| Returns for 5 years | 34.93 | 15.56 | 225% |
| Returns for 10 years | 57.89 | 21.51 | 269% |
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