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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
WesMark Balanced
Price$12.67
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets91.24M
BALCX vs WMBLX Comparison Chart
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BALCX vs. WMBLX commentary
May 09, 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: 234B vs. WMBLX (91.2M). WMBLX pays higher dividends than BALCX: WMBLX (1.93) vs BALCX (1.29). 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 : 3.96 vs. WMBLX (-4.03). BALCX return over 5 years is better than : 32.61 vs. WMBLX (14.00).
| 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 | 0.192 | -2.629 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 91.2M | 256,579% |
| Annual Yield % from dividends | 1.29 | 1.93 | 67% |
| Returns for 1 year | 3.96 | -4.03 | -98% |
| Returns for 3 years | 19.76 | -1.98 | -999% |
| Returns for 5 years | 32.61 | 14.00 | 233% |
| Returns for 10 years | 44.56 | 17.31 | 257% |
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