WesMark Balanced Fund (WMBLX) Alternatives
WesMark Balanced Fund (WMBLX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WMBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WMBLX
WMBLX charges 1.24% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among WMBLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | WMBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | WMBLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | WMBLX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | WMBLX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | WMBLX vs MAANX |
Best Risk-Adjusted Alternatives to WMBLX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | WMBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | WMBLX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | WMBLX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | WMBLX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | WMBLX vs PMAIX |
Top Performing WMBLX Alternatives (YTD)
WMBLX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | WMBLX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | WMBLX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | WMBLX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | WMBLX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | WMBLX vs CONWX |
Lowest Volatility Alternatives to WMBLX
WMBLX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | WMBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | WMBLX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | WMBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | WMBLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | WMBLX vs SICIX |
Lowest Drawdown Alternatives to WMBLX
WMBLX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | WMBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | WMBLX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | WMBLX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | WMBLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | WMBLX vs SICIX |
Other Mutual Funds from WesMark
Most popular WesMark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 66 | 0.27% | Dec 31, 1993 | WMBLX vs WMKSX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 33 | -9.29% | Apr 14, 1997 | WMBLX vs WMKGX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 35 | -0.55% | Apr 20, 1998 | WMBLX vs WMBDX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 67 | -0.47% | Feb 28, 2017 | WMBLX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 49 | -1.14% | Apr 13, 1997 | WMBLX vs WMKMX |
Compare WMBLX with Any Fund or Stock
Compare WMBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.