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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
WesMark Balanced
Price$13.61
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets97.81M
BALFX vs WMBLX Comparison Chart in %
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BALFX vs. WMBLX commentary
Aug 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 BALFX is a Buy and WMBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. WMBLX (97.8M). BALFX pays higher dividends than WMBLX: BALFX (1.79) vs WMBLX (1.38). BALFX was incepted earlier than WMBLX: BALFX (24 years) vs WMBLX (27 years). WMBLX (1.30) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). BALFX has a lower initial minimum investment than WMBLX: BALFX (250) vs WMBLX (1000). BALFX annual gain was more profitable for investors over the last year : 7.95 vs. WMBLX (-1.26). BALFX return over 5 years is better than : 37.91 vs. WMBLX (14.93).
| BALFX | WMBLX | BALFX / WMBLX | |
| Total Expense Ratio | 0.61 | 1.30 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.30 | 47% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 9.747 | 5.146 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 97.8M | 261,759% |
| Annual Yield % from dividends | 1.79 | 1.38 | 130% |
| Returns for 1 year | 7.95 | -1.26 | -632% |
| Returns for 3 years | 29.46 | 3.51 | 840% |
| Returns for 5 years | 37.91 | 14.93 | 254% |
| Returns for 10 years | 66.08 | 29.37 | 225% |
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