RLBCX
Price
$36.95
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
WMBLX
Price
$13.54
Change
+$0.03 (+0.22%)
Updated
Jul 25 closing price
Net Assets
97.63M
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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$36.95
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
WesMark Balanced
Price$13.54
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets97.63M
RLBCX vs WMBLX Comparison Chart in %
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RLBCX vs. WMBLX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. WMBLX (97.6M). WMBLX pays higher dividends than RLBCX: WMBLX (1.83) vs RLBCX (1.57). 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 : 9.89 vs. WMBLX (-0.48). RLBCX return over 5 years is better than : 37.80 vs. WMBLX (17.82).
RLBCXWMBLXRLBCX / WMBLX
Total Expense Ratio0.891.3068%
Annual Report Gross Expense Ratio0.891.3068%
Fund Existence23 years27 years-
Gain YTD8.8304.605192%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B97.6M260,246%
Annual Yield % from dividends1.571.8386%
Returns for 1 year9.89-0.48-2,042%
Returns for 3 years33.657.21467%
Returns for 5 years37.8017.82212%
Returns for 10 years62.1328.19220%
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