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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$14.21
Change-$0.09 (-0.63%)
VolumeN/A
CapitalizationN/A
BALCX vs WMBLX Comparison Chart
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BALCX vs. WMBLX commentary
Nov 17, 2024
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 StrongBuy and WMBLX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. WMBLX (99.2M). WMBLX pays higher dividends than BALCX: WMBLX (1.93) vs BALCX (1.59). BALCX was incepted earlier than WMBLX: BALCX (24 years) vs WMBLX (27 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. WMBLX (24.00). 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 : 20.01 vs. WMBLX (13.49). BALCX return over 5 years is better than : 30.97 vs. WMBLX (13.15).
| BALCX | WMBLX | BALCX / WMBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 13.321 | 9.860 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 99.2M | 237,903% |
| Annual Yield % from dividends | 1.59 | 1.93 | 82% |
| Returns for 1 year | 20.01 | 13.49 | 148% |
| Returns for 3 years | 8.73 | -1.22 | -715% |
| Returns for 5 years | 30.97 | 13.15 | 235% |
| Returns for 10 years | 44.77 | 29.98 | 149% |
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