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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
WesMark Balanced
Price$13.21
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets97.6M
BALCX vs WMBLX Comparison Chart
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BALCX vs. WMBLX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. WMBLX (97.6M). 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 : 11.44 vs. WMBLX (3.51). BALCX return over 5 years is better than : 25.92 vs. WMBLX (6.92).
| 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 | 1.938 | 0.917 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 97.6M | 245,902% |
| Annual Yield % from dividends | 1.59 | 1.93 | 82% |
| Returns for 1 year | 11.44 | 3.51 | 326% |
| Returns for 3 years | 10.59 | -5.00 | -212% |
| Returns for 5 years | 25.92 | 6.92 | 374% |
| Returns for 10 years | 49.96 | 22.44 | 223% |
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