WMKSX vs. WMBLX
Compare and contrast key facts about WesMark Small Company Fund (WMKSX) and WesMark Balanced Fund (WMBLX).
WMKSX is managed by WesMark. It was launched on Dec 31, 1993. WMBLX is managed by WesMark. It was launched on Apr 19, 1998.
Performance
WMKSX vs. WMBLX - Performance Comparison
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WMKSX vs. WMBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
WMBLX WesMark Balanced Fund | -0.46% | 10.81% | 9.28% | 4.97% | -7.22% | 15.85% | 2.82% | 20.32% | -4.61% | 10.77% |
Returns By Period
In the year-to-date period, WMKSX achieves a 0.27% return, which is significantly higher than WMBLX's -0.46% return. Over the past 10 years, WMKSX has outperformed WMBLX with an annualized return of 11.83%, while WMBLX has yielded a comparatively lower 6.62% annualized return.
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%
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%
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WMKSX vs. WMBLX - Expense Ratio Comparison
Both WMKSX and WMBLX have an expense ratio of 1.24%.
Return for Risk
WMKSX vs. WMBLX — Risk / Return Rank
WMKSX
WMBLX
WMKSX vs. WMBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Small Company Fund (WMKSX) 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.
| WMKSX | WMBLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.11 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.59 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.23 | +0.39 |
Martin ratioReturn relative to average drawdown | 7.10 | 5.60 | +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
| WMKSX | WMBLX | 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 | 0.32 | 0.52 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.62 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.44 | -0.08 |
Correlation
The correlation between WMKSX and WMBLX 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
WMKSX vs. WMBLX - Dividend Comparison
WMKSX's dividend yield for the trailing twelve months is around 22.84%, more than WMBLX's 7.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
WMKSX vs. WMBLX - Drawdown Comparison
The maximum WMKSX drawdown since its inception was -64.09%, which is greater than WMBLX's maximum drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for WMKSX and WMBLX.
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Drawdown Indicators
| WMKSX | WMBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.09% | -35.88% | -28.21% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -8.60% | -5.58% |
Max Drawdown (5Y)Largest decline over 5 years | -39.84% | -17.77% | -22.07% |
Max Drawdown (10Y)Largest decline over 10 years | -39.84% | -23.30% | -16.54% |
Current DrawdownCurrent decline from peak | -8.50% | -4.90% | -3.60% |
Average DrawdownAverage peak-to-trough decline | -15.76% | -6.41% | -9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.89% | +1.36% |
Volatility
WMKSX vs. WMBLX - Volatility Comparison
WesMark Small Company Fund (WMKSX) has a higher volatility of 5.89% compared to WesMark Balanced Fund (WMBLX) at 2.32%. This indicates that WMKSX'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.
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Volatility by Period
| WMKSX | WMBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 2.32% | +3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.88% | 5.03% | +7.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 10.31% | +12.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.08% | 10.19% | +15.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 10.79% | +13.12% |