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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$36.36
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$14.54
Change-$0.03 (-0.21%)
VolumeN/A
CapitalizationN/A
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RLBCX vs WMBLX Comparison Chart
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RLBCX vs. WMBLX commentary
Oct 18, 2024
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 RLBCX is a StrongBuy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 239B vs. WMBLX (102M). RLBCX (1.98) and WMBLX (1.93) have matching dividends . RLBCX was incepted earlier than WMBLX: RLBCX (22 years) vs WMBLX (27 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. WMBLX (24.00). RLBCX has a lower initial minimum investment than WMBLX: RLBCX (250) vs WMBLX (1000). RLBCX annual gain was more profitable for investors over the last year : 24.91 vs. WMBLX (16.55). RLBCX return over 5 years is better than : 39.05 vs. WMBLX (19.23).
| RLBCX | WMBLX | RLBCX / WMBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 15.047 | 12.542 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 102M | 234,314% |
| Annual Yield % from dividends | 1.98 | 1.93 | 102% |
| Returns for 1 year | 24.91 | 16.55 | 151% |
| Returns for 3 years | 13.71 | 3.39 | 404% |
| Returns for 5 years | 39.05 | 19.23 | 203% |
| Returns for 10 years | 58.08 | 39.40 | 147% |
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