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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$14.21
Change-$0.09 (-0.63%)
VolumeN/A
CapitalizationN/A
BALFX vs WMBLX Comparison Chart
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BALFX vs. WMBLX commentary
Nov 17, 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 BALFX is a StrongBuy and WMBLX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. WMBLX (99.2M). BALFX pays higher dividends than WMBLX: BALFX (2.21) vs WMBLX (1.93). BALFX was incepted earlier than WMBLX: BALFX (24 years) vs WMBLX (27 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. WMBLX (24.00). 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 : 20.84 vs. WMBLX (13.49). BALFX return over 5 years is better than : 34.76 vs. WMBLX (13.15).
| BALFX | WMBLX | BALFX / 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 | 13.997 | 9.860 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 99.2M | 237,903% |
| Annual Yield % from dividends | 2.21 | 1.93 | 114% |
| Returns for 1 year | 20.84 | 13.49 | 154% |
| Returns for 3 years | 10.40 | -1.22 | -851% |
| Returns for 5 years | 34.76 | 13.15 | 264% |
| Returns for 10 years | 50.51 | 29.98 | 168% |