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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$34.51
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$14.05
Change-$0.07 (-0.50%)
VolumeN/A
CapitalizationN/A
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BALCX vs WMBLX Comparison Chart
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BALCX vs. WMBLX commentary
Sep 08, 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 Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 228B vs. WMBLX (99.9M). WMBLX pays higher dividends than BALCX: WMBLX (1.93) vs BALCX (1.59). BALCX was incepted earlier than WMBLX: BALCX (24 years) vs WMBLX (26 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 : 17.98 vs. WMBLX (11.18). BALCX return over 5 years is better than : 31.57 vs. WMBLX (17.77).
| BALCX | WMBLX | BALCX / WMBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 10.369 | 9.529 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 99.9M | 228,228% |
| Annual Yield % from dividends | 1.59 | 1.93 | 82% |
| Returns for 1 year | 17.98 | 11.18 | 161% |
| Returns for 3 years | 7.26 | -0.63 | -1,144% |
| Returns for 5 years | 31.57 | 17.77 | 178% |
| Returns for 10 years | 43.05 | 31.11 | 138% |
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