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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
WesMark Balanced
Price$13.21
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets97.6M
BALFX vs WMBLX Comparison Chart
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BALFX vs. WMBLX commentary
Jan 19, 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: 240B vs. WMBLX (97.6M). 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 : 12.25 vs. WMBLX (3.51). BALFX return over 5 years is better than : 29.72 vs. WMBLX (6.92).
| 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 | 1.953 | 0.917 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 97.6M | 245,902% |
| Annual Yield % from dividends | 2.21 | 1.93 | 114% |
| Returns for 1 year | 12.25 | 3.51 | 349% |
| Returns for 3 years | 12.28 | -5.00 | -246% |
| Returns for 5 years | 29.72 | 6.92 | 429% |
| Returns for 10 years | 55.85 | 22.44 | 249% |
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