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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
WesMark Balanced
Price$13.54
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets97.63M
BALFX vs WMBLX Comparison Chart in %
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BALFX vs. WMBLX commentary
Jul 27, 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: 254B vs. WMBLX (97.6M). WMBLX (1.83) and BALFX (1.81) 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 : 10.22 vs. WMBLX (-0.48). BALFX return over 5 years is better than : 39.48 vs. WMBLX (17.82).
| 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 | 9.013 | 4.605 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.6M | 260,246% |
| Annual Yield % from dividends | 1.81 | 1.83 | 99% |
| Returns for 1 year | 10.22 | -0.48 | -2,110% |
| Returns for 3 years | 34.66 | 7.21 | 481% |
| Returns for 5 years | 39.48 | 17.82 | 222% |
| Returns for 10 years | 64.97 | 28.19 | 230% |
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