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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$36.95
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
WesMark Balanced
Price$13.54
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets97.63M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Jul 27, 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: 254B vs. WMBLX (97.6M). WMBLX pays higher dividends than RLBCX: WMBLX (1.83) vs RLBCX (1.57). 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 : 9.89 vs. WMBLX (-0.48). RLBCX return over 5 years is better than : 37.80 vs. WMBLX (17.82).
| 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 | 8.830 | 4.605 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.6M | 260,246% |
| Annual Yield % from dividends | 1.57 | 1.83 | 86% |
| Returns for 1 year | 9.89 | -0.48 | -2,042% |
| Returns for 3 years | 33.65 | 7.21 | 467% |
| Returns for 5 years | 37.80 | 17.82 | 212% |
| Returns for 10 years | 62.13 | 28.19 | 220% |
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