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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
WesMark Balanced
Price$13.92
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets99.23M
BALCX vs WMBLX Comparison Chart in %
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BALCX vs. WMBLX commentary
Oct 19, 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: 266B vs. WMBLX (99.2M). WMBLX pays higher dividends than BALCX: WMBLX (1.58) vs BALCX (1.12). 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 : 7.88 vs. WMBLX (-2.56). BALCX return over 5 years is better than : 37.80 vs. WMBLX (16.38).
| 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 | 13.983 | 7.833 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 99.2M | 268,145% |
| Annual Yield % from dividends | 1.12 | 1.58 | 71% |
| Returns for 1 year | 7.88 | -2.56 | -308% |
| Returns for 3 years | 47.51 | 14.85 | 320% |
| Returns for 5 years | 37.80 | 16.38 | 231% |
| Returns for 10 years | 67.75 | 35.02 | 193% |
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