CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
WMBLX
Price
$13.54
Change
+$0.03 (+0.22%)
Updated
Jul 25 closing price
Net Assets
97.63M
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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$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.

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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).
CLBCXWMBLXCLBCX / WMBLX
Total Expense Ratio1.351.30104%
Annual Report Gross Expense Ratio1.351.30104%
Fund Existence23 years27 years-
Gain YTD8.5364.605185%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B97.6M260,246%
Annual Yield % from dividends1.131.8362%
Returns for 1 year9.42-0.48-1,946%
Returns for 3 years32.737.21454%
Returns for 5 years36.2017.82203%
Returns for 10 years64.6928.19230%
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