RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
WMBLX
Price
$13.54
Change
+$0.03 (+0.22%)
Updated
Jul 25 closing price
Net Assets
97.63M
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RLBAX vs WMBLX

Header iconRLBAX vs WMBLX Comparison
Open Charts RLBAX vs WMBLXBanner chart's image
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
WesMark Balanced
Price$13.54
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets97.63M
RLBAX vs WMBLX Comparison Chart in %
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RLBAX vs. WMBLX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. WMBLX (97.6M). 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 : 9.42 vs. WMBLX (-0.48). RLBAX return over 5 years is better than : 35.28 vs. WMBLX (17.82).
RLBAXWMBLXRLBAX / WMBLX
Total Expense Ratio1.311.30101%
Annual Report Gross Expense Ratio1.311.30101%
Fund Existence23 years27 years-
Gain YTD8.5654.605186%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B97.6M260,246%
Annual Yield % from dividends1.181.8364%
Returns for 1 year9.42-0.48-1,946%
Returns for 3 years32.147.21446%
Returns for 5 years35.2817.82198%
Returns for 10 years58.0628.19206%
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