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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets244.57B
WesMark Balanced
Price$13.39
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets98.17M
BALCX vs WMBLX Comparison Chart
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BALCX vs. WMBLX commentary
Feb 23, 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: 245B vs. WMBLX (98.2M). 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 : 8.38 vs. WMBLX (2.70). BALCX return over 5 years is better than : 26.14 vs. WMBLX (10.30).
| 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 | 2.790 | 3.022 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 98.2M | 249,491% |
| Annual Yield % from dividends | 1.59 | 1.93 | 82% |
| Returns for 1 year | 8.38 | 2.70 | 310% |
| Returns for 3 years | 15.69 | 0.44 | 3,588% |
| Returns for 5 years | 26.14 | 10.30 | 254% |
| Returns for 10 years | 46.66 | 21.85 | 214% |
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