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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
WesMark Balanced
Price$13.54
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets99.25M
BALCX vs WMBLX Comparison Chart in %
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BALCX vs. WMBLX commentary
Dec 28, 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 StrongBuy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. WMBLX (99.3M). WMBLX pays higher dividends than BALCX: WMBLX (1.56) vs BALCX (1.08). 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 : 8.47 vs. WMBLX (4.16). BALCX return over 5 years is better than : 30.89 vs. WMBLX (10.14).
| 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 | 10.092 | 5.031 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 99.3M | 270,896% |
| Annual Yield % from dividends | 1.08 | 1.56 | 70% |
| Returns for 1 year | 8.47 | 4.16 | 204% |
| Returns for 3 years | 35.24 | 8.78 | 401% |
| Returns for 5 years | 30.89 | 10.14 | 304% |
| Returns for 10 years | 65.54 | 36.24 | 181% |
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