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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$34.04
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
TETON Westwood Balanced I
Price$9.89
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets32.87M
BALCX vs WBBIX Comparison Chart
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BALCX vs. WBBIX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. WBBIX (32.9M). WBBIX pays higher dividends than BALCX: WBBIX (1.52) vs BALCX (1.29). BALCX was incepted earlier than WBBIX: BALCX (24 years) vs WBBIX (17 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 : 3.44 vs. WBBIX (-2.13). BALCX return over 5 years is better than : 32.49 vs. WBBIX (1.51).
| 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 | 17 years | - |
| Gain YTD | 0.104 | -0.652 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 32.9M | 711,246% |
| Annual Yield % from dividends | 1.29 | 1.52 | 85% |
| Returns for 1 year | 3.44 | -2.13 | -161% |
| Returns for 3 years | 19.45 | 3.67 | 530% |
| Returns for 5 years | 32.49 | 1.51 | 2,153% |
| Returns for 10 years | 44.72 | -10.37 | -431% |
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