CLBCX
Price
$38.49
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.75B
WMBLX
Price
$13.91
Change
+$0.04 (+0.29%)
Updated
Sep 26 closing price
Net Assets
98.99M
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CLBCX vs WMBLX

Header iconCLBCX vs WMBLX Comparison
Open Charts CLBCX vs WMBLXBanner chart's image
American Funds American Balanced 529C
Price$38.49
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
CLBCX vs WMBLX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and WMBLX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. WMBLX (99M). WMBLX pays higher dividends than CLBCX: WMBLX (1.46) vs CLBCX (1.11). CLBCX was incepted earlier than WMBLX: CLBCX (24 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 : 7.19 vs. WMBLX (-1.69). CLBCX return over 5 years is better than : 40.81 vs. WMBLX (20.76).
CLBCXWMBLXCLBCX / WMBLX
Total Expense Ratio1.351.30104%
Annual Report Gross Expense Ratio1.351.30104%
Fund Existence24 years27 years-
Gain YTD12.4217.756160%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets263B99M265,657%
Annual Yield % from dividends1.111.4676%
Returns for 1 year7.19-1.69-426%
Returns for 3 years48.5317.33280%
Returns for 5 years40.8120.76197%
Returns for 10 years81.3740.45201%
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