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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
TETON Westwood Balanced I
Price$10.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.05M
BALCX vs WBBIX Comparison Chart in %
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BALCX vs. WBBIX commentary
Oct 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and WBBIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. WBBIX (34M). WBBIX pays higher dividends than BALCX: WBBIX (1.42) vs BALCX (1.12). BALCX was incepted earlier than WBBIX: BALCX (25 years) vs WBBIX (18 years). BALCX (1.31) is less costly to investors than WBBIX (1.14). BALCX is a more actively managed with annual turnover of: 44.00 vs. WBBIX (36.00). BALCX has a lower initial minimum investment than WBBIX: BALCX (250) vs WBBIX (500000). BALCX annual gain was more profitable for investors over the last year : 8.78 vs. WBBIX (0.14). BALCX return over 5 years is better than : 39.29 vs. WBBIX (2.81).
| BALCX | WBBIX | BALCX / WBBIX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 14.071 | 7.539 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 34M | 782,353% |
| Annual Yield % from dividends | 1.12 | 1.42 | 79% |
| Returns for 1 year | 8.78 | 0.14 | 6,097% |
| Returns for 3 years | 48.39 | 19.77 | 245% |
| Returns for 5 years | 39.29 | 2.81 | 1,396% |
| Returns for 10 years | 69.27 | -0.16 | -43,233% |