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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
WesMark Balanced
Price$12.67
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets91.24M
RLBCX vs WMBLX Comparison Chart
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RLBCX vs. WMBLX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. WMBLX (91.2M). WMBLX pays higher dividends than RLBCX: WMBLX (1.93) vs RLBCX (1.70). 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 : 4.39 vs. WMBLX (-4.03). RLBCX return over 5 years is better than : 34.93 vs. WMBLX (14.00).
| RLBCX | WMBLX | RLBCX / WMBLX | |
| Total Expense Ratio | 0.89 | 1.30 | 68% |
| Annual Report Gross Expense Ratio | 0.89 | 1.30 | 68% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 0.323 | -2.629 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 91.2M | 256,579% |
| Annual Yield % from dividends | 1.70 | 1.93 | 88% |
| Returns for 1 year | 4.39 | -4.03 | -109% |
| Returns for 3 years | 20.95 | -1.98 | -1,060% |
| Returns for 5 years | 34.93 | 14.00 | 250% |
| Returns for 10 years | 48.02 | 17.31 | 277% |
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