Interact to see
Advertisement
Advertisement
BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
TETON Westwood Balanced I
Price$10.39
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets33.46M
BALCX vs WBBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. WBBIX commentary
Aug 08, 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: 253B vs. WBBIX (33.5M). 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 : 10.54 vs. WBBIX (2.64). BALCX return over 5 years is better than : 32.47 vs. WBBIX (0.44).
| 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 | 8.096 | 4.887 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 33.5M | 755,224% |
| Annual Yield % from dividends | 1.18 | 1.46 | 81% |
| Returns for 1 year | 10.54 | 2.64 | 399% |
| Returns for 3 years | 28.43 | 6.47 | 440% |
| Returns for 5 years | 32.47 | 0.44 | 7,367% |
| Returns for 10 years | 56.72 | -5.15 | -1,102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement