WMKGX vs. WMBLX
WMKGX (WesMark Large Company Fund) and WMBLX (WesMark Balanced Fund) are both mutual funds - WMKGX is a Large Cap Growth Equities fund managed by WesMark, while WMBLX is a Diversified Portfolio fund managed by WesMark. Over the past 10 years, WMKGX returned 13.64%/yr vs 7.11%/yr for WMBLX. Their correlation of 0.91 means they have usually moved in the same direction. WMKGX charges 1.12%/yr vs 1.24%/yr for WMBLX.
Performance
WMKGX vs. WMBLX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WMKGX achieves a 11.55% return, which is significantly higher than WMBLX's 8.90% return. Over the past 10 years, WMKGX has outperformed WMBLX with an annualized return of 13.64%, while WMBLX has yielded a comparatively lower 7.11% annualized return.
WMKGX
- 1D
- 2.20%
- 1M
- -0.77%
- 6M
- 10.80%
- YTD
- 11.55%
- 1Y
- 25.69%
- 3Y*
- 18.29%
- 5Y*
- 10.15%
- 10Y*
- 13.64%
- ALL TIME*
- 9.32%
WMBLX
- 1D
- 0.42%
- 1M
- -0.53%
- 6M
- 6.31%
- YTD
- 8.90%
- 1Y
- 17.18%
- 3Y*
- 10.37%
- 5Y*
- 5.99%
- 10Y*
- 7.11%
- ALL TIME*
- 5.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WMKGX vs. WMBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMKGX WesMark Large Company Fund | 11.55% | 16.60% | 21.35% | 21.94% | -21.71% | 25.97% | 26.40% | 26.58% | -6.36% | 24.23% |
WMBLX WesMark Balanced Fund | 8.90% | 10.81% | 9.28% | 4.97% | -7.22% | 15.85% | 2.82% | 20.32% | -4.61% | 10.77% |
Correlation
The correlation between WMKGX and WMBLX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 1998 | 0.91 |
The correlation between WMKGX and WMBLX shifts across timeframes, from 0.76 (3 years) to 0.91 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WMKGX vs. WMBLX — Risk / Return Rank
WMKGX
WMBLX
WMKGX vs. WMBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Large Company Fund (WMKGX) and WesMark Balanced Fund (WMBLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WMKGX | WMBLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.42 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | 3.31 | -1.24 |
| Martin ratioReturn relative to average drawdown | 8.41 | 13.09 | -4.69 |
Loading charts...
Drawdowns
WMKGX vs. WMBLX - Drawdown Comparison
The maximum WMKGX drawdown since its inception was -49.55%, which is greater than WMBLX's maximum drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for WMKGX and WMBLX.
Loading charts...
Drawdown Indicators
| WMKGX | WMBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.55% | -35.88% | -13.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -4.97% | -6.09% |
Max Drawdown (3Y)Largest decline over 3 years | -21.35% | -11.57% | -9.78% |
Max Drawdown (5Y)Largest decline over 5 years | -31.06% | -17.77% | -13.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -23.30% | -11.30% |
Current DrawdownCurrent decline from peak | -2.19% | -1.16% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -6.35% | -3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 1.26% | +1.46% |
Volatility
WMKGX vs. WMBLX - Volatility Comparison
WesMark Large Company Fund (WMKGX) has a higher volatility of 4.21% compared to WesMark Balanced Fund (WMBLX) at 1.95%. This indicates that WMKGX's price experiences larger fluctuations and is considered to be riskier than WMBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WMKGX | WMBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 1.95% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 5.92% | +5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.78% | 7.42% | +7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 10.23% | +8.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.26% | 10.84% | +8.42% |
WMKGX vs. WMBLX - Expense Ratio Comparison
WMKGX has a 1.12% expense ratio, which is lower than WMBLX's 1.24% expense ratio.
Dividends
WMKGX vs. WMBLX - Dividend Comparison
WMKGX's dividend yield for the trailing twelve months is around 18.95%, more than WMBLX's 7.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMBLX WesMark Balanced Fund | 7.04% | 7.70% | 9.82% | 4.70% | 3.78% | 6.03% | 1.63% | 6.20% | 5.83% | 4.32% | 3.80% | 6.73% |
WMKGX WesMark Large Company Fund | 18.95% | 21.23% | 14.72% | 7.64% | 12.78% | 7.52% | 7.53% | 6.49% | 11.44% | 7.92% | 4.76% | 3.64% |
Frequently Asked Questions
WMKGX and WMBLX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WMKGX has higher volatility (4.21%) compared to WMBLX (1.95%). In terms of maximum drawdown, WMKGX dropped -49.55% vs WMBLX's -35.88%.
WMBLX currently has the higher Sharpe Ratio (2.22 vs 1.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for WMKGX and WMBLX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer