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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$13.02
Change-$0.24 (-1.81%)
VolumeN/A
CapitalizationN/A
RLBCX vs WMBLX Comparison Chart
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RLBCX vs. WMBLX commentary
Dec 19, 2024
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 StrongBuy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. WMBLX (91.9M). 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 : 9.36 vs. WMBLX (1.25). RLBCX return over 5 years is better than : 27.91 vs. WMBLX (6.50).
| 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 | 8.914 | 0.939 | 949% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 91.9M | 262,242% |
| Annual Yield % from dividends | 1.98 | 1.93 | 102% |
| Returns for 1 year | 9.36 | 1.25 | 751% |
| Returns for 3 years | 8.71 | -4.68 | -186% |
| Returns for 5 years | 27.91 | 6.50 | 430% |
| Returns for 10 years | 41.02 | 19.50 | 210% |
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