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RLBAX vs WMBLX
RLBAX vs WMBLX Comparison
Open Charts RLBAX vs WMBLX
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
WesMark Balanced
Price$13.49
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.54M
RLBAX vs WMBLX Comparison Chart in %
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RLBAX vs. WMBLX commentary
Jul 07, 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: 252B vs. WMBLX (97.5M). WMBLX pays higher dividends than RLBAX: WMBLX (1.83) vs RLBAX (1.18). 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 : 7.00 vs. WMBLX (0.69). RLBAX return over 5 years is better than : 37.04 vs. WMBLX (18.16).
| 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 | 7.651 | 4.071 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 97.5M | 258,462% |
| Annual Yield % from dividends | 1.18 | 1.83 | 64% |
| Returns for 1 year | 7.00 | 0.69 | 1,017% |
| Returns for 3 years | 32.45 | 8.39 | 387% |
| Returns for 5 years | 37.04 | 18.16 | 204% |
| Returns for 10 years | 58.01 | 27.45 | 211% |
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