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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
WesMark Balanced
Price$14.01
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets100.01M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Nov 14, 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: 269B vs. WMBLX (100M). WMBLX pays higher dividends than RLBCX: WMBLX (1.62) vs RLBCX (1.46). 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 : 8.39 vs. WMBLX (0.33). RLBCX return over 5 years is better than : 37.74 vs. WMBLX (15.38).
| 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 | 14.512 | 9.530 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 100M | 269,000% |
| Annual Yield % from dividends | 1.46 | 1.62 | 91% |
| Returns for 1 year | 8.39 | 0.33 | 2,545% |
| Returns for 3 years | 41.39 | 10.20 | 406% |
| Returns for 5 years | 37.74 | 15.38 | 245% |
| Returns for 10 years | 70.87 | 37.92 | 187% |
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