WMBLX vs. WMKSX
Compare and contrast key facts about WesMark Balanced Fund (WMBLX) and WesMark Small Company Fund (WMKSX).
WMBLX is managed by WesMark. It was launched on Apr 19, 1998. WMKSX is managed by WesMark. It was launched on Dec 31, 1993.
Performance
WMBLX vs. WMKSX - Performance Comparison
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WMBLX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMBLX WesMark Balanced Fund | -0.46% | 10.81% | 9.28% | 4.97% | -7.22% | 15.85% | 2.82% | 20.32% | -4.61% | 10.77% |
WMKSX WesMark Small Company Fund | 0.27% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Returns By Period
In the year-to-date period, WMBLX achieves a -0.46% return, which is significantly lower than WMKSX's 0.27% return. Over the past 10 years, WMBLX has underperformed WMKSX with an annualized return of 6.62%, while WMKSX has yielded a comparatively higher 11.83% annualized return.
WMBLX
- 1D
- 0.08%
- 1M
- -4.05%
- YTD
- -0.46%
- 6M
- 2.22%
- 1Y
- 10.61%
- 3Y*
- 8.13%
- 5Y*
- 5.23%
- 10Y*
- 6.62%
WMKSX
- 1D
- -1.48%
- 1M
- -6.99%
- YTD
- 0.27%
- 6M
- 1.33%
- 1Y
- 25.63%
- 3Y*
- 18.27%
- 5Y*
- 8.33%
- 10Y*
- 11.83%
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WMBLX vs. WMKSX - Expense Ratio Comparison
Both WMBLX and WMKSX have an expense ratio of 1.24%.
Return for Risk
WMBLX vs. WMKSX — Risk / Return Rank
WMBLX
WMKSX
WMBLX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Balanced Fund (WMBLX) and WesMark Small Company Fund (WMKSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WMBLX | WMKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.11 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.66 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.63 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.60 | 7.10 | -1.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WMBLX | WMKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.11 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.32 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.50 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.36 | +0.08 |
Correlation
The correlation between WMBLX and WMKSX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WMBLX vs. WMKSX - Dividend Comparison
WMBLX's dividend yield for the trailing twelve months is around 7.65%, less than WMKSX's 22.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMBLX WesMark Balanced Fund | 7.65% | 7.70% | 9.82% | 4.70% | 3.78% | 6.03% | 1.63% | 6.20% | 5.83% | 4.32% | 3.80% | 6.73% |
WMKSX WesMark Small Company Fund | 22.84% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Drawdowns
WMBLX vs. WMKSX - Drawdown Comparison
The maximum WMBLX drawdown since its inception was -35.88%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for WMBLX and WMKSX.
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Drawdown Indicators
| WMBLX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.88% | -64.09% | +28.21% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -14.18% | +5.58% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -39.84% | +22.07% |
Max Drawdown (10Y)Largest decline over 10 years | -23.30% | -39.84% | +16.54% |
Current DrawdownCurrent decline from peak | -4.90% | -8.50% | +3.60% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -15.76% | +9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 3.25% | -1.36% |
Volatility
WMBLX vs. WMKSX - Volatility Comparison
The current volatility for WesMark Balanced Fund (WMBLX) is 2.32%, while WesMark Small Company Fund (WMKSX) has a volatility of 5.89%. This indicates that WMBLX experiences smaller price fluctuations and is considered to be less risky than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMBLX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 5.89% | -3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 5.03% | 12.88% | -7.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.31% | 22.75% | -12.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.19% | 26.08% | -15.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 23.91% | -13.12% |