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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$37.25
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
TETON Westwood Balanced I
Price$10.49
Change-$0.06 (-0.57%)
VolumeN/A
Net Assets33.72M
BALCX vs WBBIX Comparison Chart in %
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BALCX vs. WBBIX commentary
Aug 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 255B vs. WBBIX (33.7M). WBBIX pays higher dividends than BALCX: WBBIX (1.46) vs BALCX (1.18). BALCX was incepted earlier than WBBIX: BALCX (24 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 : 6.89 vs. WBBIX (-0.14). BALCX return over 5 years is better than : 32.72 vs. WBBIX (0.88).
| BALCX | WBBIX | BALCX / WBBIX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 9.686 | 6.400 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 33.7M | 756,677% |
| Annual Yield % from dividends | 1.18 | 1.46 | 81% |
| Returns for 1 year | 6.89 | -0.14 | -4,755% |
| Returns for 3 years | 33.62 | 10.60 | 317% |
| Returns for 5 years | 32.72 | 0.88 | 3,720% |
| Returns for 10 years | 69.03 | 1.74 | 3,958% |
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