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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
WesMark Balanced
Price$13.61
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets97.81M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Aug 18, 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: 256B vs. WMBLX (97.8M). RLBCX pays higher dividends than WMBLX: RLBCX (1.56) vs WMBLX (1.38). 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 : 7.61 vs. WMBLX (-1.26). RLBCX return over 5 years is better than : 36.26 vs. WMBLX (14.93).
| 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 | 9.537 | 5.146 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 97.8M | 261,759% |
| Annual Yield % from dividends | 1.56 | 1.38 | 112% |
| Returns for 1 year | 7.61 | -1.26 | -606% |
| Returns for 3 years | 28.47 | 3.51 | 812% |
| Returns for 5 years | 36.26 | 14.93 | 243% |
| Returns for 10 years | 63.18 | 29.37 | 215% |
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