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BALFX vs WMBLX
BALFX vs WMBLX Comparison
Open Charts BALFX vs WMBLX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
WesMark Balanced
Price$14.01
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets100.01M
BALFX vs WMBLX Comparison Chart in %
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BALFX 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 BALFX is a Buy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. WMBLX (100M). BALFX (1.70) and WMBLX (1.62) have matching dividends . 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 : 8.72 vs. WMBLX (0.33). BALFX return over 5 years is better than : 39.44 vs. WMBLX (15.38).
| 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 | 14.780 | 9.530 | 155% |
| 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 | 1.70 | 1.62 | 105% |
| Returns for 1 year | 8.72 | 0.33 | 2,645% |
| Returns for 3 years | 42.49 | 10.20 | 416% |
| Returns for 5 years | 39.44 | 15.38 | 256% |
| Returns for 10 years | 73.97 | 37.92 | 195% |
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