RLBCX
Price
$38.26
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.75B
WMBLX
Price
$13.91
Change
+$0.04 (+0.29%)
Updated
Sep 26 closing price
Net Assets
98.99M
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RLBCX vs WMBLX

Header iconRLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLXBanner chart's image
American Funds American Balanced R3
Price$38.26
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
WesMark Balanced
Price$13.91
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets98.99M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Sep 29, 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 Hold and WMBLX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. WMBLX (99M). 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 : 7.77 vs. WMBLX (-1.69). RLBCX return over 5 years is better than : 42.60 vs. WMBLX (20.76).
RLBCXWMBLXRLBCX / WMBLX
Total Expense Ratio0.891.3068%
Annual Report Gross Expense Ratio0.891.3068%
Fund Existence23 years27 years-
Gain YTD12.9187.756167%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets263B99M265,657%
Annual Yield % from dividends1.531.46105%
Returns for 1 year7.77-1.69-461%
Returns for 3 years50.0817.33289%
Returns for 5 years42.6020.76205%
Returns for 10 years79.2340.45196%
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