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RLBEX vs WMBLX
RLBEX vs WMBLX Comparison
Open Charts RLBEX vs WMBLX
American Funds American Balanced R4
Price$32.98
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
WesMark Balanced
Price$12.21
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets89.53M
RLBEX vs WMBLX Comparison Chart
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RLBEX 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 RLBEX is a Buy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 228B vs. WMBLX (89.5M). RLBEX pays higher dividends than WMBLX: RLBEX (1.97) vs WMBLX (1.86). RLBEX was incepted earlier than WMBLX: RLBEX (23 years) vs WMBLX (27 years). WMBLX (1.24) is less costly to investors than RLBEX (0.60). 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 : 3.57 vs. WMBLX (-4.92). RLBEX return over 5 years is better than : 35.13 vs. WMBLX (14.41).
| RLBEX | WMBLX | RLBEX / WMBLX | |
| Total Expense Ratio | 0.60 | 1.24 | 48% |
| Annual Report Gross Expense Ratio | 0.60 | 1.24 | 48% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -2.561 | -4.959 | 52% |
| 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 | 1.97 | 1.86 | 106% |
| Returns for 1 year | 3.57 | -4.92 | -73% |
| Returns for 3 years | 11.27 | -8.12 | -139% |
| Returns for 5 years | 35.13 | 14.41 | 244% |
| Returns for 10 years | 48.86 | 14.61 | 334% |
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