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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
TETON Westwood Balanced I
Price$9.79
Change-$0.22 (-2.20%)
VolumeN/A
Net Assets34.42M
BALCX vs WBBIX Comparison Chart
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BALCX vs. WBBIX commentary
Apr 05, 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 Hold and WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. WBBIX (34.4M). WBBIX pays higher dividends than BALCX: WBBIX (1.50) vs BALCX (1.28). BALCX was incepted earlier than WBBIX: BALCX (24 years) vs WBBIX (17 years). BALCX (1.32) is less costly to investors than WBBIX (1.14). BALCX is a more actively managed with annual turnover of: 171.00 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 : 0.58 vs. WBBIX (-0.85). BALCX return over 5 years is better than : 41.73 vs. WBBIX (11.25).
| BALCX | WBBIX | BALCX / WBBIX | |
| Total Expense Ratio | 1.32 | 1.14 | 116% |
| Annual Report Gross Expense Ratio | 1.32 | 1.14 | 116% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -2.337 | 0.553 | -422% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 34.4M | 683,140% |
| Annual Yield % from dividends | 1.28 | 1.50 | 86% |
| Returns for 1 year | 0.58 | -0.85 | -69% |
| Returns for 3 years | 7.28 | -3.84 | -190% |
| Returns for 5 years | 41.73 | 11.25 | 371% |
| Returns for 10 years | 41.88 | -9.73 | -431% |
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