WesMark Balanced Fund

WesMark Balanced Fundverified

WMBLX

Price:

$14.27

Market Cap:

$99.14M

The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.

Industry

Asset Management

IPO Date

1998-03-24

Stock Exchange

NASDAQ

Ticker

WMBLX

The Dividend Yield as of December 2025 (TTM) for WesMark Balanced Fund (WMBLX) is 1.66%

According to WesMark Balanced Fund’s latest financial reports and current stock price. The company's current Dividend Yield is 1.66%. This represents a change of Infinity% compared to the average of 0% of the last 4 quarters.

WesMark Balanced Fund (WMBLX) Historical Dividend Yield (quarterly & annually)

How has WMBLX Dividend Yield performed in the past?

The mean historical Dividend Yield of WesMark Balanced Fund over the last ten years is 0%. The current 1.66% Dividend Yield has changed Infinity% with respect to the historical average. Over the past ten years (40 quarters), WMBLX's Dividend Yield was at its highest in in the November 2013 quarter at 0%. The Dividend Yield was at its lowest in in the November 2013 quarter at 0%.

Quarterly (TTM)
Annual

Average

0%

Median

0%

Minimum

0%

Maximum

0%

WesMark Balanced Fund (WMBLX) Dividend Yield by Quarter and Year

Discovering the peaks and valleys of WesMark Balanced Fund Dividend Yield, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 0%

Maximum Annual Dividend Yield = 0%

Minimum Annual Increase = 0%

Minimum Annual Dividend Yield = 0%

Quarterly (TTM)
Annual
YearDividend YieldChange
20230%0%
20220%0%
20210%0%
20200%0%
20190%0%
20180%0%
20170%0%
20160%0%
20150%0%
20140%0%

WesMark Balanced Fund (WMBLX) Average Dividend Yield

How has WMBLX Dividend Yield performed in the past?

The current Dividend Yield of WesMark Balanced Fund (WMBLX) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

0%

5-year avg

0%

10-year avg

0%

WesMark Balanced Fund (WMBLX) Dividend Yield vs. Peers

How is WMBLX’s Dividend Yield compared to its peers?

WesMark Balanced Fund’s Dividend Yield is less than Villere Balanced Fund (1.21%), less than Reynolds Blue Chip Growth Fund (0%), less than Pear Tree Polaris Small Cap Fund (0.35%), less than The GDL Fund (5.67%), less than The Central and Eastern Europe Fund, Inc. (2.13%), less than Monetta Fund (19.99%), less than Chase Growth Fund (0%), less than American Beacon Balanced Fund (2.20%), less than PIMCO Global StocksPLUS & Income Fund (9.27%), less than Nuveen Municipal Income Fund, Inc. (4.57%),

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Frequently asked questions❓

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