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RLBAX vs WMBLX
RLBAX vs WMBLX Comparison
Open Charts RLBAX vs WMBLX
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
WesMark Balanced
Price$13.61
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets97.81M
RLBAX vs WMBLX Comparison Chart in %
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RLBAX vs. WMBLX commentary
Aug 18, 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: 256B vs. WMBLX (97.8M). WMBLX pays higher dividends than RLBAX: WMBLX (1.38) vs RLBAX (1.17). 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 : 7.15 vs. WMBLX (-1.26). RLBAX return over 5 years is better than : 33.77 vs. WMBLX (14.93).
| 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 | 9.243 | 5.146 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 97.8M | 261,759% |
| Annual Yield % from dividends | 1.17 | 1.38 | 84% |
| Returns for 1 year | 7.15 | -1.26 | -569% |
| Returns for 3 years | 27.06 | 3.51 | 771% |
| Returns for 5 years | 33.77 | 14.93 | 226% |
| Returns for 10 years | 59.12 | 29.37 | 201% |
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