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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$14.21
Change-$0.09 (-0.63%)
VolumeN/A
CapitalizationN/A
RLBCX vs WMBLX Comparison Chart
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RLBCX vs. WMBLX commentary
Nov 17, 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 StrongSell.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. WMBLX (99.2M). 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 : 20.49 vs. WMBLX (13.49). RLBCX return over 5 years is better than : 33.23 vs. WMBLX (13.15).
| 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 | 13.748 | 9.860 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 99.2M | 237,903% |
| Annual Yield % from dividends | 1.98 | 1.93 | 102% |
| Returns for 1 year | 20.49 | 13.49 | 152% |
| Returns for 3 years | 9.74 | -1.22 | -797% |
| Returns for 5 years | 33.23 | 13.15 | 253% |
| Returns for 10 years | 48.12 | 29.98 | 161% |
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