Ad is loading...
RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
WesMark Balanced
Price$13.39
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets98.17M
RLBCX vs WMBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBCX vs. WMBLX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. WMBLX (98.2M). RLBCX (1.98) and WMBLX (1.93) have matching dividends . RLBCX was incepted earlier than WMBLX: RLBCX (23 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 : 8.85 vs. WMBLX (2.70). RLBCX return over 5 years is better than : 28.37 vs. WMBLX (10.30).
| RLBCX | WMBLX | RLBCX / WMBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 2.844 | 3.022 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 98.2M | 246,436% |
| Annual Yield % from dividends | 1.98 | 1.93 | 102% |
| Returns for 1 year | 8.85 | 2.70 | 327% |
| Returns for 3 years | 16.79 | 0.44 | 3,839% |
| Returns for 5 years | 28.37 | 10.30 | 275% |
| Returns for 10 years | 50.06 | 21.85 | 229% |
View a ticker or compare two or three
VS
VS
Ad is loading...