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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$38.21
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
WesMark Balanced
Price$13.93
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets99.19M
BALCX vs WMBLX Comparison Chart in %
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BALCX vs. WMBLX commentary
Sep 18, 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: 263B vs. WMBLX (99.2M). WMBLX pays higher dividends than BALCX: WMBLX (1.46) vs BALCX (1.16). BALCX was incepted earlier than WMBLX: BALCX (25 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 : 8.68 vs. WMBLX (-0.94). BALCX return over 5 years is better than : 38.82 vs. WMBLX (18.78).
| BALCX | WMBLX | BALCX / WMBLX | |
| Total Expense Ratio | 1.31 | 1.30 | 101% |
| Annual Report Gross Expense Ratio | 1.31 | 1.30 | 101% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 12.513 | 7.517 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 99.2M | 265,121% |
| Annual Yield % from dividends | 1.16 | 1.46 | 80% |
| Returns for 1 year | 8.68 | -0.94 | -921% |
| Returns for 3 years | 40.18 | 12.16 | 330% |
| Returns for 5 years | 38.82 | 18.78 | 207% |
| Returns for 10 years | 71.19 | 37.70 | 189% |
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