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CLBCX vs WMBLX
CLBCX vs WMBLX Comparison
Open Charts CLBCX vs WMBLX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
WesMark Balanced
Price$13.73
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets98.22M
CLBCX vs WMBLX Comparison Chart in %
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CLBCX vs. WMBLX commentary
Sep 08, 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: 259B vs. WMBLX (98.2M). 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 : 9.15 vs. WMBLX (-1.18). CLBCX return over 5 years is better than : 36.30 vs. WMBLX (15.52).
| CLBCX | WMBLX | CLBCX / WMBLX | |
| Total Expense Ratio | 1.35 | 1.30 | 104% |
| Annual Report Gross Expense Ratio | 1.35 | 1.30 | 104% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 10.785 | 6.202 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 98.2M | 263,747% |
| Annual Yield % from dividends | 1.11 | 1.46 | 76% |
| Returns for 1 year | 9.15 | -1.18 | -773% |
| Returns for 3 years | 37.75 | 10.62 | 355% |
| Returns for 5 years | 36.30 | 15.52 | 234% |
| Returns for 10 years | 74.80 | 35.44 | 211% |
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