Interact to see
Advertisement
Advertisement
RLBAX vs WMBLX
RLBAX vs WMBLX Comparison
Open Charts RLBAX vs WMBLX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.565 | 4.605 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.6M | 260,246% |
| Annual Yield % from dividends | 1.18 | 1.83 | 64% |
| Returns for 1 year | 9.42 | -0.48 | -1,946% |
| Returns for 3 years | 32.14 | 7.21 | 446% |
| Returns for 5 years | 35.28 | 17.82 | 198% |
| Returns for 10 years | 58.06 | 28.19 | 206% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers