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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
WesMark Balanced
Price$13.04
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets93.49M
BALCX vs WMBLX Comparison Chart
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BALCX vs. WMBLX commentary
Jun 15, 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 BALCX is a Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. WMBLX (93.5M). WMBLX pays higher dividends than BALCX: WMBLX (1.87) vs BALCX (1.24). BALCX was incepted earlier than WMBLX: BALCX (24 years) vs WMBLX (27 years). BALCX (1.31) and WMBLX (1.30) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). BALCX has a lower initial minimum investment than WMBLX: BALCX (250) vs WMBLX (1000). BALCX annual gain was more profitable for investors over the last year : 4.49 vs. WMBLX (-2.55). BALCX return over 5 years is better than : 34.15 vs. WMBLX (15.56).
| BALCX | WMBLX | BALCX / WMBLX | |
| Total Expense Ratio | 1.31 | 1.30 | 101% |
| Annual Report Gross Expense Ratio | 1.31 | 1.30 | 101% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 4.121 | 0.474 | 869% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.5M | 260,963% |
| Annual Yield % from dividends | 1.24 | 1.87 | 67% |
| Returns for 1 year | 4.49 | -2.55 | -176% |
| Returns for 3 years | 30.13 | 7.16 | 421% |
| Returns for 5 years | 34.15 | 15.56 | 220% |
| Returns for 10 years | 51.38 | 21.51 | 239% |
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