Interact to see
Advertisement
Advertisement
BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
WesMark Balanced
Price$13.49
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.54M
BALFX vs WMBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. WMBLX commentary
Jul 06, 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: 252B vs. WMBLX (97.5M). 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 : 7.83 vs. WMBLX (0.69). BALFX return over 5 years is better than : 41.29 vs. WMBLX (18.16).
| 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 | 8.075 | 4.071 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 97.5M | 258,462% |
| Annual Yield % from dividends | 1.81 | 1.83 | 99% |
| Returns for 1 year | 7.83 | 0.69 | 1,138% |
| Returns for 3 years | 35.03 | 8.39 | 418% |
| Returns for 5 years | 41.29 | 18.16 | 227% |
| Returns for 10 years | 64.94 | 27.45 | 237% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement