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RLBEX vs WMBLX
RLBEX vs WMBLX Comparison
Open Charts RLBEX vs WMBLX
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
WesMark Balanced
Price$13.02
Change-$0.24 (-1.81%)
VolumeN/A
CapitalizationN/A
RLBEX vs WMBLX Comparison Chart
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RLBEX 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 RLBEX is a StrongBuy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. WMBLX (91.9M). RLBEX pays higher dividends than WMBLX: RLBEX (2.24) vs WMBLX (1.93). RLBEX was incepted earlier than WMBLX: RLBEX (23 years) vs WMBLX (27 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. WMBLX (24.00). RLBEX has a lower initial minimum investment than WMBLX: RLBEX (250) vs WMBLX (1000). RLBEX annual gain was more profitable for investors over the last year : 9.70 vs. WMBLX (1.25). RLBEX return over 5 years is better than : 29.54 vs. WMBLX (6.50).
| RLBEX | WMBLX | RLBEX / 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 | 9.220 | 0.939 | 982% |
| 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 | 2.24 | 1.93 | 116% |
| Returns for 1 year | 9.70 | 1.25 | 778% |
| Returns for 3 years | 9.42 | -4.68 | -201% |
| Returns for 5 years | 29.54 | 6.50 | 455% |
| Returns for 10 years | 45.23 | 19.50 | 232% |