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RLBEX vs WMBLX
RLBEX vs WMBLX Comparison
Open Charts RLBEX vs WMBLX
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
WesMark Balanced
Price$13.92
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets99.23M
RLBEX vs WMBLX Comparison Chart in %
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RLBEX vs. WMBLX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. WMBLX (99.2M). RLBEX pays higher dividends than WMBLX: RLBEX (1.74) vs WMBLX (1.58). RLBEX was incepted earlier than WMBLX: RLBEX (23 years) vs WMBLX (28 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 : 8.70 vs. WMBLX (-2.56). RLBEX return over 5 years is better than : 42.04 vs. WMBLX (16.38).
| RLBEX | WMBLX | RLBEX / WMBLX | |
| Total Expense Ratio | 0.59 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.30 | 45% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 14.631 | 7.833 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 99.2M | 267,137% |
| Annual Yield % from dividends | 1.74 | 1.58 | 110% |
| Returns for 1 year | 8.70 | -2.56 | -339% |
| Returns for 3 years | 50.52 | 14.85 | 340% |
| Returns for 5 years | 42.04 | 16.38 | 257% |
| Returns for 10 years | 77.69 | 35.02 | 222% |
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