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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
WesMark Balanced
Price$13.21
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets97.6M
RLBCX vs WMBLX Comparison Chart
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RLBCX vs. WMBLX commentary
Jan 19, 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: 240B vs. WMBLX (97.6M). 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 : 11.92 vs. WMBLX (3.51). RLBCX return over 5 years is better than : 28.12 vs. WMBLX (6.92).
| 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 | 1.935 | 0.917 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 97.6M | 245,902% |
| Annual Yield % from dividends | 1.98 | 1.93 | 102% |
| Returns for 1 year | 11.92 | 3.51 | 339% |
| Returns for 3 years | 11.58 | -5.00 | -232% |
| Returns for 5 years | 28.12 | 6.92 | 406% |
| Returns for 10 years | 53.41 | 22.44 | 238% |
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