BALFX
Price
$34.23
Change
-$0.82 (-2.34%)
Updated
Dec 18 closing price
WMBLX
Price
$13.02
Change
-$0.24 (-1.81%)
Updated
Dec 18 closing price
Ad is loading...

BALFX vs WMBLX

Header iconBALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLXBanner chart's image
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$13.02
Change-$0.24 (-1.81%)
VolumeN/A
CapitalizationN/A
BALFX vs WMBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BALFX vs. WMBLX commentary
Dec 19, 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 Hold.

FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. WMBLX (91.9M). BALFX pays higher dividends than WMBLX: BALFX (2.21) vs WMBLX (1.93). BALFX was incepted earlier than WMBLX: BALFX (24 years) vs WMBLX (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 : 12.54 vs. WMBLX (1.25). BALFX return over 5 years is better than : 32.57 vs. WMBLX (6.50).
BALFXWMBLXBALFX / WMBLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years27 years-
Gain YTD11.5220.9391,227%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets241B91.9M262,242%
Annual Yield % from dividends2.211.93114%
Returns for 1 year12.541.251,006%
Returns for 3 years11.70-4.68-250%
Returns for 5 years32.576.50501%
Returns for 10 years46.3419.50238%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PMAY35.73-0.29
-0.79%
Innovator U.S. Equity Power BffrETF™-May
RSPT38.84-0.32
-0.82%
Invesco S&P 500® Equal Weight Tech ETF
FEIG40.69-0.39
-0.94%
FlexShares ESG&Clmt Invm Grd Corp Cr Idx
FICS34.06-0.84
-2.40%
First Trust Intl Developed Cap Strth ETF
EZJ36.28-1.79
-4.70%
ProShares Ultra MSCI Japan