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RLBEX vs WMBLX
RLBEX vs WMBLX Comparison
Open Charts RLBEX vs WMBLX
American Funds American Balanced R4
Price$38.74
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
WesMark Balanced
Price$13.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets98.15M
RLBEX vs WMBLX Comparison Chart in %
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RLBEX vs. WMBLX commentary
Nov 20, 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 Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. WMBLX (98.2M). RLBEX pays higher dividends than WMBLX: RLBEX (1.71) vs WMBLX (1.62). RLBEX was incepted earlier than WMBLX: RLBEX (23 years) vs WMBLX (28 years). WMBLX (1.30) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). 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 : 8.98 vs. WMBLX (-0.50). RLBEX return over 5 years is better than : 38.72 vs. WMBLX (14.00).
| RLBEX | WMBLX | RLBEX / WMBLX | |
| Total Expense Ratio | 0.59 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.30 | 45% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 14.042 | 7.895 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.2M | 267,821% |
| Annual Yield % from dividends | 1.71 | 1.62 | 106% |
| Returns for 1 year | 8.98 | -0.50 | -1,789% |
| Returns for 3 years | 41.02 | 8.14 | 504% |
| Returns for 5 years | 38.72 | 14.00 | 277% |
| Returns for 10 years | 73.32 | 33.32 | 220% |
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