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CLBCX vs WMBLX
CLBCX vs WMBLX Comparison
Open Charts CLBCX vs WMBLX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
WesMark Balanced
Price$13.54
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets97.63M
CLBCX vs WMBLX Comparison Chart in %
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CLBCX vs. WMBLX commentary
Jul 27, 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: 254B vs. WMBLX (97.6M). 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 : 9.42 vs. WMBLX (-0.48). CLBCX return over 5 years is better than : 36.20 vs. WMBLX (17.82).
| 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 | 8.536 | 4.605 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.6M | 260,246% |
| Annual Yield % from dividends | 1.13 | 1.83 | 62% |
| Returns for 1 year | 9.42 | -0.48 | -1,946% |
| Returns for 3 years | 32.73 | 7.21 | 454% |
| Returns for 5 years | 36.20 | 17.82 | 203% |
| Returns for 10 years | 64.69 | 28.19 | 230% |