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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$34.79
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$14.05
Change-$0.07 (-0.50%)
VolumeN/A
CapitalizationN/A
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BALFX vs WMBLX Comparison Chart
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BALFX vs. WMBLX commentary
Sep 08, 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 Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 228B vs. WMBLX (99.9M). BALFX pays higher dividends than WMBLX: BALFX (2.21) vs WMBLX (1.93). BALFX was incepted earlier than WMBLX: BALFX (24 years) vs WMBLX (26 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 : 18.78 vs. WMBLX (11.18). BALFX return over 5 years is better than : 35.18 vs. WMBLX (17.77).
| BALFX | WMBLX | BALFX / WMBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 10.863 | 9.529 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 99.9M | 228,228% |
| Annual Yield % from dividends | 2.21 | 1.93 | 114% |
| Returns for 1 year | 18.78 | 11.18 | 168% |
| Returns for 3 years | 8.92 | -0.63 | -1,406% |
| Returns for 5 years | 35.18 | 17.77 | 198% |
| Returns for 10 years | 48.65 | 31.11 | 156% |
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