Financial Services
Live Price
Offline$14.55
+0.41% today
1Y Change
+10.98%
Window
Jun 23, 2025 → Jun 18, 2026
Coverage: 249 bars · Jun 23, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
WesMark Balanced Fund (WMBLX) is a fund with a market cap of $100.00M and listed on NASDAQ. The fund last traded around $14.55 and up 11.0% across the available one-year price window (Jun 23, 2025 → Jun 18, 2026). Baseline metrics include a dividend yield of 7.2%. Valuation already assumes a fairly strong business story at price/sales 10.5. Stock Foundry combines WMBLX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
WMBLX
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
WMBLX Max Drawdown
-7.17%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for WMBLX and SPY.
Next Step
Earnings pages get much more useful when they are tied back to upcoming dates, expectations, and peer setups.