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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
WesMark Balanced
Price$13.39
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets98.17M
BALFX vs WMBLX Comparison Chart
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BALFX vs. WMBLX commentary
Feb 23, 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: 245B vs. WMBLX (98.2M). 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 : 9.19 vs. WMBLX (2.70). BALFX return over 5 years is better than : 29.96 vs. WMBLX (10.30).
| 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 | 2.886 | 3.022 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 98.2M | 249,491% |
| Annual Yield % from dividends | 2.21 | 1.93 | 114% |
| Returns for 1 year | 9.19 | 2.70 | 340% |
| Returns for 3 years | 17.52 | 0.44 | 4,007% |
| Returns for 5 years | 29.96 | 10.30 | 291% |
| Returns for 10 years | 52.44 | 21.85 | 240% |
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