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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$13.02
Change-$0.24 (-1.81%)
VolumeN/A
CapitalizationN/A
BALCX vs WMBLX Comparison Chart
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BALCX vs. WMBLX commentary
Dec 19, 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 StrongBuy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. WMBLX (91.9M). WMBLX pays higher dividends than BALCX: WMBLX (1.93) vs BALCX (1.59). BALCX was incepted earlier than WMBLX: BALCX (24 years) vs WMBLX (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 : 11.89 vs. WMBLX (1.25). BALCX return over 5 years is better than : 28.93 vs. WMBLX (6.50).
| 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 | 10.937 | 0.939 | 1,165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 91.9M | 262,242% |
| Annual Yield % from dividends | 1.59 | 1.93 | 82% |
| Returns for 1 year | 11.89 | 1.25 | 954% |
| Returns for 3 years | 10.17 | -4.68 | -217% |
| Returns for 5 years | 28.93 | 6.50 | 445% |
| Returns for 10 years | 40.96 | 19.50 | 210% |
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