RLBEX
Price
$37.13
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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RLBEX vs WMBLX

Header iconRLBEX vs WMBLX Comparison
Open Charts RLBEX vs WMBLXBanner chart's image
American Funds American Balanced R4
Price$37.13
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
RLBEX vs WMBLX Comparison Chart in %
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RLBEX 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 RLBEX is a Buy and WMBLX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. WMBLX (97.6M). RLBEX (1.83) and WMBLX (1.83) have matching dividends . RLBEX was incepted earlier than WMBLX: RLBEX (23 years) vs WMBLX (27 years). WMBLX (1.30) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. WMBLX (12.00). RLBEX has a lower initial minimum investment than WMBLX: RLBEX (250) vs WMBLX (1000). RLBEX annual gain was more profitable for investors over the last year : 10.25 vs. WMBLX (-0.48). RLBEX return over 5 years is better than : 39.56 vs. WMBLX (17.82).
RLBEXWMBLXRLBEX / WMBLX
Total Expense Ratio0.591.3045%
Annual Report Gross Expense Ratio0.591.3045%
Fund Existence23 years27 years-
Gain YTD9.0034.605196%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B97.6M260,246%
Annual Yield % from dividends1.831.83100%
Returns for 1 year10.25-0.48-2,117%
Returns for 3 years34.687.21481%
Returns for 5 years39.5617.82222%
Returns for 10 years67.2028.19238%
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