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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$32.83
Change-$0.31 (-0.94%)
VolumeN/A
Net Assets227.6B
WesMark Balanced
Price$12.21
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets89.53M
RLBCX vs WMBLX Comparison Chart
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RLBCX vs. WMBLX commentary
Apr 17, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 228B vs. WMBLX (89.5M). WMBLX pays higher dividends than RLBCX: WMBLX (1.86) vs RLBCX (1.69). RLBCX was incepted earlier than WMBLX: RLBCX (23 years) vs WMBLX (27 years). WMBLX (1.24) is less costly to investors than RLBCX (0.89). 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 : 3.29 vs. WMBLX (-4.92). RLBCX return over 5 years is better than : 33.46 vs. WMBLX (14.41).
| RLBCX | WMBLX | RLBCX / WMBLX | |
| Total Expense Ratio | 0.89 | 1.24 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 1.24 | 72% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -2.615 | -4.959 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 89.5M | 254,749% |
| Annual Yield % from dividends | 1.69 | 1.86 | 91% |
| Returns for 1 year | 3.29 | -4.92 | -67% |
| Returns for 3 years | 10.47 | -8.12 | -129% |
| Returns for 5 years | 33.46 | 14.41 | 232% |
| Returns for 10 years | 44.49 | 14.61 | 305% |
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