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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$38.49
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
WesMark Balanced
Price$13.93
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets99.19M
BALFX vs WMBLX Comparison Chart in %
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BALFX vs. WMBLX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. WMBLX (99.2M). BALFX pays higher dividends than WMBLX: BALFX (1.77) vs WMBLX (1.46). BALFX was incepted earlier than WMBLX: BALFX (25 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 : 9.29 vs. WMBLX (-0.94). BALFX return over 5 years is better than : 42.75 vs. WMBLX (18.78).
| BALFX | WMBLX | BALFX / WMBLX | |
| Total Expense Ratio | 0.61 | 1.30 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.30 | 47% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 12.885 | 7.517 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 99.2M | 265,121% |
| Annual Yield % from dividends | 1.77 | 1.46 | 121% |
| Returns for 1 year | 9.29 | -0.94 | -986% |
| Returns for 3 years | 42.75 | 12.16 | 351% |
| Returns for 5 years | 42.75 | 18.78 | 228% |
| Returns for 10 years | 78.59 | 37.70 | 208% |
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