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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$38.97
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
BALFX vs WMBLX Comparison Chart in %
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BALFX 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 BALFX is a Buy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. WMBLX (99.2M). BALFX pays higher dividends than WMBLX: BALFX (1.72) vs WMBLX (1.58). BALFX was incepted earlier than WMBLX: BALFX (25 years) vs WMBLX (28 years). WMBLX (1.30) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). BALFX has a lower initial minimum investment than WMBLX: BALFX (250) vs WMBLX (1000). BALFX annual gain was more profitable for investors over the last year : 8.67 vs. WMBLX (-2.56). BALFX return over 5 years is better than : 41.92 vs. WMBLX (16.38).
| BALFX | WMBLX | BALFX / WMBLX | |
| Total Expense Ratio | 0.61 | 1.30 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.30 | 47% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 14.603 | 7.833 | 186% |
| 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 | 1.72 | 1.58 | 109% |
| Returns for 1 year | 8.67 | -2.56 | -338% |
| Returns for 3 years | 50.44 | 14.85 | 340% |
| Returns for 5 years | 41.92 | 16.38 | 256% |
| Returns for 10 years | 75.26 | 35.02 | 215% |
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