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RLBAX vs WMBLX
RLBAX vs WMBLX Comparison
Open Charts RLBAX vs WMBLX
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
WesMark Balanced
Price$13.73
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets98.22M
RLBAX vs WMBLX Comparison Chart in %
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RLBAX vs. WMBLX commentary
Sep 08, 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 RLBAX is a Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. WMBLX (98.2M). WMBLX pays higher dividends than RLBAX: WMBLX (1.46) vs RLBAX (1.15). RLBAX was incepted earlier than WMBLX: RLBAX (23 years) vs WMBLX (27 years). RLBAX (1.31) and WMBLX (1.30) have similar cost to investors . RLBAX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). RLBAX has a lower initial minimum investment than WMBLX: RLBAX (250) vs WMBLX (1000). RLBAX annual gain was more profitable for investors over the last year : 9.12 vs. WMBLX (-1.18). RLBAX return over 5 years is better than : 35.40 vs. WMBLX (15.52).
| RLBAX | WMBLX | RLBAX / WMBLX | |
| Total Expense Ratio | 1.31 | 1.30 | 101% |
| Annual Report Gross Expense Ratio | 1.31 | 1.30 | 101% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 10.805 | 6.202 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 98.2M | 263,747% |
| Annual Yield % from dividends | 1.15 | 1.46 | 79% |
| Returns for 1 year | 9.12 | -1.18 | -771% |
| Returns for 3 years | 37.15 | 10.62 | 350% |
| Returns for 5 years | 35.40 | 15.52 | 228% |
| Returns for 10 years | 67.71 | 35.44 | 191% |
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