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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$38.28
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets263.25B
WesMark Balanced
Price$13.93
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets99.19M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Sep 18, 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 RLBCX is a Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. WMBLX (99.2M). RLBCX (1.53) and WMBLX (1.46) have matching dividends . RLBCX was incepted earlier than WMBLX: RLBCX (23 years) vs WMBLX (27 years). WMBLX (1.30) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). 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 : 9.03 vs. WMBLX (-0.94). RLBCX return over 5 years is better than : 41.14 vs. WMBLX (18.78).
| RLBCX | WMBLX | RLBCX / WMBLX | |
| Total Expense Ratio | 0.89 | 1.30 | 68% |
| Annual Report Gross Expense Ratio | 0.89 | 1.30 | 68% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 12.747 | 7.517 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 99.2M | 265,121% |
| Annual Yield % from dividends | 1.53 | 1.46 | 105% |
| Returns for 1 year | 9.03 | -0.94 | -958% |
| Returns for 3 years | 41.73 | 12.16 | 343% |
| Returns for 5 years | 41.14 | 18.78 | 219% |
| Returns for 10 years | 75.56 | 37.70 | 200% |
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