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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
WesMark Balanced
Price$13.73
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets98.22M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Sep 08, 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: 259B vs. WMBLX (98.2M). RLBCX (1.53) and WMBLX (1.46) have matching dividends . 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 : 9.58 vs. WMBLX (-1.18). RLBCX return over 5 years is better than : 37.90 vs. WMBLX (15.52).
| 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 | 11.127 | 6.202 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 98.2M | 263,747% |
| Annual Yield % from dividends | 1.53 | 1.46 | 105% |
| Returns for 1 year | 9.58 | -1.18 | -810% |
| Returns for 3 years | 38.72 | 10.62 | 365% |
| Returns for 5 years | 37.90 | 15.52 | 244% |
| Returns for 10 years | 72.02 | 35.44 | 203% |
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