RLBAX
Price
$38.14
Change
+$0.10 (+0.26%)
Updated
Sep 26 closing price
Net Assets
262.75B
WMBLX
Price
$13.91
Change
+$0.04 (+0.29%)
Updated
Sep 26 closing price
Net Assets
98.99M
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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$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
WesMark Balanced
Price$13.91
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets98.99M
RLBAX vs WMBLX Comparison Chart in %
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RLBAX vs. WMBLX commentary
Sep 29, 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 Hold and WMBLX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. WMBLX (99M). WMBLX pays higher dividends than RLBAX: WMBLX (1.46) vs RLBAX (1.15). 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 : 7.27 vs. WMBLX (-1.69). RLBAX return over 5 years is better than : 40.00 vs. WMBLX (20.76).
RLBAXWMBLXRLBAX / WMBLX
Total Expense Ratio1.311.30101%
Annual Report Gross Expense Ratio1.311.30101%
Fund Existence23 years27 years-
Gain YTD12.5317.756162%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets263B99M265,657%
Annual Yield % from dividends1.151.4679%
Returns for 1 year7.27-1.69-431%
Returns for 3 years48.1917.33278%
Returns for 5 years40.0020.76193%
Returns for 10 years74.5140.45184%
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