WMBLX
WesMark Balanced Fund
1W: -1.1%
1M: -2.2%
3M: -2.3%
YTD: +6.3%
1Y: +2.8%
3Y: +29.2%
5Y: +23.4%
$14.38
+0.06 (+0.42%)
Weekly Expected Move ±1.0%
$14
$14
$14
$14
$15
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20 peers by holdings overlap (127 holdings)
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PYVLX
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GLRBX
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DLCEX
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WMKGX
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SDLAX
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PBFDX
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ABLOX
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HAIAX
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SPXX
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MAIPX
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ADX
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CVTRX
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CBLAX
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CAHEX
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LKBAX
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GILIX
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CSQ
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WMBLX | $102M | 44 | 27.8% | 14.1 | 3.7 | 3.1 | 29.1% | 21.9% | 2.12% | +17.1% | +32.3% | 50.4 | 6.5 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| PYVLX | $1.3B | 71 | 25.7% | 15.7 | 4.0 | 3.3 | 28.8% | 21.1% | 2.31% | +22.3% | +39.6% | 56.7 | 6.4 |
| GLRBX | $413M | 65 | 22.1% | 10.4 | 3.0 | 2.8 | 32.6% | 26.9% | 1.28% | +14.7% | +35.4% | 55.9 | 6.2 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| WMKGX | $385M | 57 | 44.9% | 15.7 | 4.4 | 4.2 | 32.3% | 26.5% | 1.14% | +28.7% | +44.2% | 56.1 | 6.4 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| PBFDX | $330M | 28 | 59.7% | 14.5 | 4.4 | 4.5 | 35.2% | 31.2% | 0.90% | +19.9% | +42.3% | 63.0 | 6.5 |
| ABLOX | $72M | 78 | 33.2% | 7.8 | 2.5 | 2.8 | 36.8% | 36.3% | 1.95% | +20.8% | +38.9% | 58.0 | 6.5 |
| HAIAX | $11.8B | 75 | 46.7% | 15.3 | 4.6 | 4.2 | 34.9% | 27.6% | 1.02% | +17.9% | +38.5% | 55.8 | 6.4 |