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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
WesMark Balanced
Price$13.49
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.54M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX 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 RLBCX is a Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. WMBLX (97.5M). WMBLX pays higher dividends than RLBCX: WMBLX (1.83) vs RLBCX (1.57). RLBCX was incepted earlier than WMBLX: RLBCX (23 years) vs WMBLX (27 years). WMBLX (1.30) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). RLBCX has a lower initial minimum investment than WMBLX: RLBCX (250) vs WMBLX (1000). RLBCX annual gain was more profitable for investors over the last year : 7.52 vs. WMBLX (0.69). RLBCX return over 5 years is better than : 39.59 vs. WMBLX (18.16).
| RLBCX | WMBLX | RLBCX / WMBLX | |
| Total Expense Ratio | 0.89 | 1.30 | 68% |
| Annual Report Gross Expense Ratio | 0.89 | 1.30 | 68% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 7.917 | 4.071 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 97.5M | 258,462% |
| Annual Yield % from dividends | 1.57 | 1.83 | 86% |
| Returns for 1 year | 7.52 | 0.69 | 1,094% |
| Returns for 3 years | 34.01 | 8.39 | 405% |
| Returns for 5 years | 39.59 | 18.16 | 218% |
| Returns for 10 years | 62.14 | 27.45 | 226% |
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