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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
WesMark Balanced
Price$13.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets98.15M
BALFX vs WMBLX Comparison Chart in %
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BALFX vs. WMBLX commentary
Nov 20, 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 Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. WMBLX (98.2M). BALFX (1.70) and WMBLX (1.62) have matching dividends . BALFX was incepted earlier than WMBLX: BALFX (25 years) vs WMBLX (28 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 : 8.95 vs. WMBLX (-0.50). BALFX return over 5 years is better than : 38.60 vs. WMBLX (14.00).
| 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 | 28 years | - |
| Gain YTD | 14.015 | 7.895 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.2M | 267,821% |
| Annual Yield % from dividends | 1.70 | 1.62 | 105% |
| Returns for 1 year | 8.95 | -0.50 | -1,784% |
| Returns for 3 years | 40.90 | 8.14 | 502% |
| Returns for 5 years | 38.60 | 14.00 | 276% |
| Returns for 10 years | 70.89 | 33.32 | 213% |
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