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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
WesMark Balanced
Price$13.04
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets93.49M
BALFX vs WMBLX Comparison Chart
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BALFX vs. WMBLX commentary
Jun 15, 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: 244B vs. WMBLX (93.5M). BALFX (1.88) and WMBLX (1.87) have matching dividends . BALFX was incepted earlier than WMBLX: BALFX (24 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 : 5.26 vs. WMBLX (-2.55). BALFX return over 5 years is better than : 38.20 vs. WMBLX (15.56).
| BALFX | WMBLX | BALFX / WMBLX | |
| Total Expense Ratio | 0.61 | 1.30 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.30 | 47% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 4.438 | 0.474 | 936% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.5M | 260,963% |
| Annual Yield % from dividends | 1.88 | 1.87 | 101% |
| Returns for 1 year | 5.26 | -2.55 | -206% |
| Returns for 3 years | 32.52 | 7.16 | 454% |
| Returns for 5 years | 38.20 | 15.56 | 246% |
| Returns for 10 years | 57.60 | 21.51 | 268% |
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