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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
WesMark Balanced
Price$13.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets98.15M
BALCX vs WMBLX Comparison Chart in %
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BALCX vs. WMBLX commentary
Nov 20, 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 Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. WMBLX (98.2M). WMBLX pays higher dividends than BALCX: WMBLX (1.62) vs BALCX (1.10). BALCX was incepted earlier than WMBLX: BALCX (25 years) vs WMBLX (28 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 : 8.17 vs. WMBLX (-0.50). BALCX return over 5 years is better than : 34.58 vs. WMBLX (14.00).
| 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 | 28 years | - |
| Gain YTD | 13.334 | 7.895 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.2M | 267,821% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 8.17 | -0.50 | -1,627% |
| Returns for 3 years | 38.17 | 8.14 | 469% |
| Returns for 5 years | 34.58 | 14.00 | 247% |
| Returns for 10 years | 63.59 | 33.32 | 191% |
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