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CLBFX vs WMBLX
CLBFX vs WMBLX Comparison
Open Charts CLBFX vs WMBLX
American Funds American Balanced 529F
Price$38.37
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
CLBFX vs WMBLX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. WMBLX (99M). CLBFX pays higher dividends than WMBLX: CLBFX (1.94) vs WMBLX (1.46). CLBFX was incepted earlier than WMBLX: CLBFX (23 years) vs WMBLX (27 years). WMBLX (1.30) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). CLBFX has a lower initial minimum investment than WMBLX: CLBFX (250) vs WMBLX (1000). CLBFX annual gain was more profitable for investors over the last year : 7.93 vs. WMBLX (-1.69). CLBFX return over 5 years is better than : 47.10 vs. WMBLX (20.76).
| CLBFX | WMBLX | CLBFX / WMBLX | |
| Total Expense Ratio | 0.67 | 1.30 | 52% |
| Annual Report Gross Expense Ratio | 0.67 | 1.30 | 52% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 12.937 | 7.756 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 99M | 265,657% |
| Annual Yield % from dividends | 1.94 | 1.46 | 133% |
| Returns for 1 year | 7.93 | -1.69 | -470% |
| Returns for 3 years | 52.34 | 17.33 | 302% |
| Returns for 5 years | 47.10 | 20.76 | 227% |
| Returns for 10 years | 98.95 | 40.45 | 245% |
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