Interact to see
Advertisement
Advertisement
BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$36.40
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.58B
TETON Westwood Balanced I
Price$10.30
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets34.02M
BALCX vs WBBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. WBBIX commentary
Jul 03, 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: 251B vs. WBBIX (34M). WBBIX pays higher dividends than BALCX: WBBIX (1.47) vs BALCX (1.19). 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 : 7.12 vs. WBBIX (0.78). BALCX return over 5 years is better than : 36.50 vs. WBBIX (4.12).
| 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 | 7.184 | 3.979 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 34M | 738,235% |
| Annual Yield % from dividends | 1.19 | 1.47 | 81% |
| Returns for 1 year | 7.12 | 0.78 | 917% |
| Returns for 3 years | 31.89 | 11.08 | 288% |
| Returns for 5 years | 36.50 | 4.12 | 886% |
| Returns for 10 years | 57.10 | -6.20 | -921% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement