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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$33.08
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.6B
WesMark Balanced
Price$12.21
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets89.53M
BALCX vs WMBLX Comparison Chart
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BALCX vs. WMBLX commentary
Apr 17, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 228B vs. WMBLX (89.5M). WMBLX pays higher dividends than BALCX: WMBLX (1.86) vs BALCX (1.28). BALCX was incepted earlier than WMBLX: BALCX (24 years) vs WMBLX (27 years). BALCX (1.32) is less costly to investors than WMBLX (1.24). 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 : 2.86 vs. WMBLX (-4.92). BALCX return over 5 years is better than : 31.15 vs. WMBLX (14.41).
| BALCX | WMBLX | BALCX / WMBLX | |
| Total Expense Ratio | 1.32 | 1.24 | 106% |
| Annual Report Gross Expense Ratio | 1.32 | 1.24 | 106% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -2.719 | -4.959 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 89.5M | 254,749% |
| Annual Yield % from dividends | 1.28 | 1.86 | 69% |
| Returns for 1 year | 2.86 | -4.92 | -58% |
| Returns for 3 years | 9.36 | -8.12 | -115% |
| Returns for 5 years | 31.15 | 14.41 | 216% |
| Returns for 10 years | 41.09 | 14.61 | 281% |