RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
WMBLX
Price
$13.49
Change
+$0.02 (+0.15%)
Updated
Jul 3 closing price
Net Assets
97.54M
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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$36.52
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.

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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).
RLBAXWMBLXRLBAX / WMBLX
Total Expense Ratio1.311.30101%
Annual Report Gross Expense Ratio1.311.30101%
Fund Existence23 years27 years-
Gain YTD7.6514.071188%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B97.5M258,462%
Annual Yield % from dividends1.181.8364%
Returns for 1 year7.000.691,017%
Returns for 3 years32.458.39387%
Returns for 5 years37.0418.16204%
Returns for 10 years58.0127.45211%
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