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BALCX vs WMBLX
BALCX vs WMBLX Comparison
Open Charts BALCX vs WMBLX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
WesMark Balanced
Price$13.90
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets101.61M
BALCX vs WMBLX Comparison Chart in %
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BALCX vs. WMBLX commentary
Feb 05, 2026
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 Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. WMBLX (102M). WMBLX pays higher dividends than BALCX: WMBLX (1.69) vs BALCX (1.25). 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 : 10.51 vs. WMBLX (6.37). BALCX return over 5 years is better than : 31.49 vs. WMBLX (9.92).
| 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 | 2.396 | 3.477 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 102M | 264,706% |
| Annual Yield % from dividends | 1.25 | 1.69 | 74% |
| Returns for 1 year | 10.51 | 6.37 | 165% |
| Returns for 3 years | 33.72 | 10.30 | 327% |
| Returns for 5 years | 31.49 | 9.92 | 317% |
| Returns for 10 years | 79.52 | 45.87 | 173% |
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