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RLBAX vs WMBLX
RLBAX vs WMBLX Comparison
Open Charts RLBAX vs WMBLX
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
WesMark Balanced
Price$13.04
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets93.49M
RLBAX vs WMBLX Comparison Chart
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RLBAX vs. WMBLX commentary
Jun 16, 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: 244B vs. WMBLX (93.5M). WMBLX pays higher dividends than RLBAX: WMBLX (1.87) vs RLBAX (1.23). 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 : 4.45 vs. WMBLX (-2.55). RLBAX return over 5 years is better than : 34.05 vs. WMBLX (15.56).
| 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 | 4.085 | 0.474 | 862% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.5M | 260,963% |
| Annual Yield % from dividends | 1.23 | 1.87 | 66% |
| Returns for 1 year | 4.45 | -2.55 | -174% |
| Returns for 3 years | 30.02 | 7.16 | 419% |
| Returns for 5 years | 34.05 | 15.56 | 219% |
| Returns for 10 years | 51.23 | 21.51 | 238% |
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