WMBLX
Price:
$14.55
Market Cap:
$103.31M
This fund seeks to accomplish its investment goals through a diversified allocation of capital across equities, fixed-income instruments, and money market holdings. The adviser is responsible for initially establishing the specific percentage of the portfolio to be invested in each of these asset categories. The permissible allocation ranges for each class are as follows: equity securities may comprise 30% to 70%; fixed-income securities also range from 30% to 70%; and money market investments can make up between 0% and 40% of the portfolio.
Industry
Asset Management
IPO Date
1998-03-24
Stock Exchange
NASDAQ
Ticker
WMBLX
According to WesMark Balanced Fund’s latest financial reports and current stock price. The company's current PE Ratio is 23.60. This represents a change of 329.75% compared to the average of 5.49 of the last 4 quarters.
The mean historical PE Ratio of WesMark Balanced Fund over the last ten years is 6.31. The current 23.60 PE Ratio has changed 37.32% with respect to the historical average. Over the past ten years (40 quarters), WMBLX's PE Ratio was at its highest in in the August 2023 quarter at 250.95. The PE Ratio was at its lowest in in the November 2022 quarter at -721.35.
Average
6.31
Median
7.49
Minimum
-20.29
Maximum
37.52
Discovering the peaks and valleys of WesMark Balanced Fund PE Ratio, 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 = 218.37%
Maximum Annual PE Ratio = 37.52
Minimum Annual Increase = -286.05%
Minimum Annual PE Ratio = -20.29
| Year | PE Ratio | Change |
|---|---|---|
| 2023 | -6.72 | -66.89% |
| 2022 | -20.29 | -280.55% |
| 2021 | 11.24 | 178.82% |
| 2020 | 4.03 | -89.26% |
| 2019 | 37.52 | 85.86% |
| 2018 | 20.18 | 218.37% |
| 2017 | 6.34 | -139.45% |
| 2016 | -16.07 | -286.05% |
| 2015 | 8.64 | -52.53% |
| 2014 | 18.19 | 183.73% |
The current PE Ratio 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
-5.26
5-year avg
5.16
10-year avg
6.31
WesMark Balanced Fund’s PE Ratio is greater than Villere Balanced Fund (0), greater than Reynolds Blue Chip Growth Fund (0), greater than Pear Tree Polaris Small Cap Fund (0), greater than The GDL Fund (0), greater than The Central and Eastern Europe Fund, Inc. (3.95), greater than Monetta Fund (0), greater than Chase Growth Fund (0), greater than American Beacon Balanced Fund (0), greater than PIMCO Global StocksPLUS & Income Fund (4.14), less than Nuveen Municipal Income Fund, Inc. (38.56),
| Company | PE Ratio | Market cap |
|---|---|---|
| 0 | $69.30M | |
| 0 | $73.46M | |
| 0 | $99.66M | |
| 0 | $94.14M | |
| 3.95 | $139.31M | |
| 0 | $111.90M | |
| 0 | $129.19M | |
| 0 | $107.78M | |
| 4.14 | $100.35M | |
| 38.56 | $113.40M |
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