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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
WesMark Balanced
Price$13.90
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets101.61M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Feb 04, 2026
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 Hold and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. WMBLX (102M). WMBLX (1.69) and RLBCX (1.62) have matching dividends . RLBCX was incepted earlier than WMBLX: RLBCX (24 years) vs WMBLX (28 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 : 10.97 vs. WMBLX (6.37). RLBCX return over 5 years is better than : 33.82 vs. WMBLX (9.92).
| RLBCX | WMBLX | RLBCX / WMBLX | |
| Total Expense Ratio | 0.89 | 1.30 | 68% |
| Annual Report Gross Expense Ratio | 0.89 | 1.30 | 68% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.445 | 3.477 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 102M | 264,706% |
| Annual Yield % from dividends | 1.62 | 1.69 | 96% |
| Returns for 1 year | 10.97 | 6.37 | 172% |
| Returns for 3 years | 35.49 | 10.30 | 344% |
| Returns for 5 years | 33.82 | 9.92 | 341% |
| Returns for 10 years | 84.49 | 45.87 | 184% |
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