RLBCX
Price
$36.64
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
WMBLX
Price
$13.49
Change
+$0.02 (+0.15%)
Updated
Jul 3 closing price
Net Assets
97.54M
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RLBCX vs WMBLX

Header iconRLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLXBanner chart's image
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
WesMark Balanced
Price$13.49
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.54M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. WMBLX (97.5M). 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 : 7.52 vs. WMBLX (0.69). RLBCX return over 5 years is better than : 39.59 vs. WMBLX (18.16).
RLBCXWMBLXRLBCX / WMBLX
Total Expense Ratio0.891.3068%
Annual Report Gross Expense Ratio0.891.3068%
Fund Existence23 years27 years-
Gain YTD7.9174.071194%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B97.5M258,462%
Annual Yield % from dividends1.571.8386%
Returns for 1 year7.520.691,094%
Returns for 3 years34.018.39405%
Returns for 5 years39.5918.16218%
Returns for 10 years62.1427.45226%
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