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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced I
Price$9.99
Change-$0.19 (-1.87%)
VolumeN/A
CapitalizationN/A
BALCX vs WBBIX Comparison Chart
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BALCX vs. WBBIX commentary
Dec 19, 2024
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 StrongBuy and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. WBBIX (37M). BALCX pays higher dividends than WBBIX: BALCX (1.59) vs WBBIX (1.44). BALCX was incepted earlier than WBBIX: BALCX (24 years) vs WBBIX (17 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. WBBIX (39.00). 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 : 11.89 vs. WBBIX (6.10). BALCX return over 5 years is better than : 28.93 vs. WBBIX (-4.14).
| BALCX | WBBIX | BALCX / WBBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 10.937 | 5.342 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 37M | 651,351% |
| Annual Yield % from dividends | 1.59 | 1.44 | 110% |
| Returns for 1 year | 11.89 | 6.10 | 195% |
| Returns for 3 years | 10.17 | -4.37 | -233% |
| Returns for 5 years | 28.93 | -4.14 | -699% |
| Returns for 10 years | 40.96 | -7.13 | -575% |
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