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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
WesMark Balanced
Price$14.01
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets100.01M
BALCX vs WMBLX Comparison Chart in %
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BALCX vs. WMBLX commentary
Nov 14, 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 BALCX is a Buy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. WMBLX (100M). WMBLX pays higher dividends than BALCX: WMBLX (1.62) vs BALCX (1.10). BALCX was incepted earlier than WMBLX: BALCX (25 years) vs WMBLX (28 years). BALCX (1.31) and WMBLX (1.30) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). BALCX has a lower initial minimum investment than WMBLX: BALCX (250) vs WMBLX (1000). BALCX annual gain was more profitable for investors over the last year : 7.94 vs. WMBLX (0.33). BALCX return over 5 years is better than : 35.35 vs. WMBLX (15.38).
| BALCX | WMBLX | BALCX / WMBLX | |
| Total Expense Ratio | 1.31 | 1.30 | 101% |
| Annual Report Gross Expense Ratio | 1.31 | 1.30 | 101% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 14.101 | 9.530 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 100M | 269,000% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 7.94 | 0.33 | 2,407% |
| Returns for 3 years | 39.68 | 10.20 | 389% |
| Returns for 5 years | 35.35 | 15.38 | 230% |
| Returns for 10 years | 66.50 | 37.92 | 175% |
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