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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
WesMark Balanced
Price$13.04
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets93.49M
RLBCX vs WMBLX Comparison Chart
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RLBCX vs. WMBLX commentary
Jun 15, 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: 244B vs. WMBLX (93.5M). WMBLX pays higher dividends than RLBCX: WMBLX (1.87) vs RLBCX (1.63). 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 : 4.94 vs. WMBLX (-2.55). RLBCX return over 5 years is better than : 36.51 vs. WMBLX (15.56).
| 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 | 4.294 | 0.474 | 906% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.5M | 260,963% |
| Annual Yield % from dividends | 1.63 | 1.87 | 88% |
| Returns for 1 year | 4.94 | -2.55 | -193% |
| Returns for 3 years | 31.54 | 7.16 | 441% |
| Returns for 5 years | 36.51 | 15.56 | 235% |
| Returns for 10 years | 54.99 | 21.51 | 256% |
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