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RLBEX vs WMBLX
RLBEX vs WMBLX Comparison
Open Charts RLBEX vs WMBLX
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
WesMark Balanced
Price$13.61
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets97.81M
RLBEX vs WMBLX Comparison Chart in %
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RLBEX vs. WMBLX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. WMBLX (97.8M). RLBEX pays higher dividends than WMBLX: RLBEX (1.81) vs WMBLX (1.38). RLBEX was incepted earlier than WMBLX: RLBEX (23 years) vs WMBLX (27 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 : 7.95 vs. WMBLX (-1.26). RLBEX return over 5 years is better than : 37.99 vs. WMBLX (14.93).
| 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 | 27 years | - |
| Gain YTD | 9.737 | 5.146 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 97.8M | 261,759% |
| Annual Yield % from dividends | 1.81 | 1.38 | 131% |
| Returns for 1 year | 7.95 | -1.26 | -632% |
| Returns for 3 years | 29.52 | 3.51 | 842% |
| Returns for 5 years | 37.99 | 14.93 | 254% |
| Returns for 10 years | 68.32 | 29.37 | 233% |
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