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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
WesMark Balanced
Price$13.92
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets99.23M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. WMBLX (99.2M). WMBLX pays higher dividends than RLBCX: WMBLX (1.58) vs RLBCX (1.49). RLBCX was incepted earlier than WMBLX: RLBCX (23 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 : 8.34 vs. WMBLX (-2.56). RLBCX return over 5 years is better than : 40.24 vs. WMBLX (16.38).
| 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 | 28 years | - |
| Gain YTD | 14.364 | 7.833 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 99.2M | 267,137% |
| Annual Yield % from dividends | 1.49 | 1.58 | 94% |
| Returns for 1 year | 8.34 | -2.56 | -325% |
| Returns for 3 years | 49.26 | 14.85 | 332% |
| Returns for 5 years | 40.24 | 16.38 | 246% |
| Returns for 10 years | 72.18 | 35.02 | 206% |
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