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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
WesMark Balanced
Price$13.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets98.15M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Nov 20, 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 Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. WMBLX (98.2M). WMBLX pays higher dividends than RLBCX: WMBLX (1.62) vs RLBCX (1.46). RLBCX was incepted earlier than WMBLX: RLBCX (23 years) vs WMBLX (28 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 : 8.62 vs. WMBLX (-0.50). RLBCX return over 5 years is better than : 36.95 vs. WMBLX (14.00).
| 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 | 28 years | - |
| Gain YTD | 13.744 | 7.895 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.2M | 267,821% |
| Annual Yield % from dividends | 1.46 | 1.62 | 91% |
| Returns for 1 year | 8.62 | -0.50 | -1,718% |
| Returns for 3 years | 39.76 | 8.14 | 488% |
| Returns for 5 years | 36.95 | 14.00 | 264% |
| Returns for 10 years | 67.89 | 33.32 | 204% |
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