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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
WesMark Balanced
Price$13.49
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.54M
BALCX vs WMBLX Comparison Chart in %
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BALCX vs. WMBLX commentary
Jul 06, 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: 252B vs. WMBLX (97.5M). WMBLX pays higher dividends than BALCX: WMBLX (1.83) vs BALCX (1.19). BALCX was incepted earlier than WMBLX: BALCX (24 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 : 7.03 vs. WMBLX (0.69). BALCX return over 5 years is better than : 37.14 vs. WMBLX (18.16).
| BALCX | WMBLX | BALCX / WMBLX | |
| Total Expense Ratio | 1.31 | 1.30 | 101% |
| Annual Report Gross Expense Ratio | 1.31 | 1.30 | 101% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 7.684 | 4.071 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 97.5M | 258,462% |
| Annual Yield % from dividends | 1.19 | 1.83 | 65% |
| Returns for 1 year | 7.03 | 0.69 | 1,023% |
| Returns for 3 years | 32.51 | 8.39 | 388% |
| Returns for 5 years | 37.14 | 18.16 | 205% |
| Returns for 10 years | 58.16 | 27.45 | 212% |