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 a closer substitute for your current allocation.
Cheapest Alternatives to WMBLX
WMBLX charges 1.24% annually. There are 476 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | WMBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | WMBLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | WMBLX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | WMBLX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | WMBLX vs BWBIX |
Best Risk-Adjusted Alternatives to WMBLX
WMBLX has a PortfoliosLab risk / return rank of 88. There are 39 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | WMBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | WMBLX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | WMBLX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | WMBLX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | WMBLX vs FSRRX |
Top Performing WMBLX Alternatives (YTD)
WMBLX is at 8.90% YTD. There are 113 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | WMBLX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | WMBLX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | WMBLX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | WMBLX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | WMBLX vs BRUFX |
Lowest Volatility Alternatives to WMBLX
WMBLX has 7.42% 1-year volatility. There are 185 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | WMBLX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | WMBLX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | WMBLX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | WMBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | WMBLX vs CSTAX |
Lowest Drawdown Alternatives to WMBLX
WMBLX has a 1-year max drawdown of -4.97%. There are 125 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | WMBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | WMBLX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | WMBLX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | WMBLX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | WMBLX vs CSTAX |
Other Mutual Funds from WesMark
The 5 most viewed WesMark mutual funds shown here include WMKSX, WMKGX, WMKTX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 63 | 18.70% | — | Dec 1993 | WMBLX vs WMKSX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 60 | 11.55% | — | Apr 1997 | WMBLX vs WMKGX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 70 | 6.02% | — | Feb 2017 | WMBLX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 57 | -0.93% | — | Apr 1997 | WMBLX vs WMKMX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 15 | -0.87% | — | Apr 1998 | WMBLX vs WMBDX |
Often Compared With WMBLX
Investors most often compare WMBLX with AAAAX, BERIX, SIFAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WMBLX with Any Fund or Stock
Compare WMBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMBLX with funds that move differently
WesMark Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMBLX.
Explore WMBLX Diversifiers