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RLBCX vs WMBLX
RLBCX vs WMBLX Comparison
Open Charts RLBCX vs WMBLX
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
WesMark Balanced
Price$13.54
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets99.25M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Dec 28, 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 StrongBuy and WMBLX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. WMBLX (99.3M). WMBLX pays higher dividends than RLBCX: WMBLX (1.56) vs RLBCX (1.44). RLBCX was incepted earlier than WMBLX: RLBCX (24 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 : 8.81 vs. WMBLX (4.16). RLBCX return over 5 years is better than : 33.04 vs. WMBLX (10.14).
| RLBCX | WMBLX | RLBCX / WMBLX | |
| Total Expense Ratio | 0.89 | 1.30 | 68% |
| Annual Report Gross Expense Ratio | 0.89 | 1.30 | 68% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 10.439 | 5.031 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 99.3M | 270,896% |
| Annual Yield % from dividends | 1.44 | 1.56 | 92% |
| Returns for 1 year | 8.81 | 4.16 | 212% |
| Returns for 3 years | 36.85 | 8.78 | 420% |
| Returns for 5 years | 33.04 | 10.14 | 326% |
| Returns for 10 years | 69.88 | 36.24 | 193% |
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