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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
TETON Westwood Balanced I
Price$10.25
Change-$0.10 (-0.97%)
VolumeN/A
Net Assets36.09M
BALCX vs WBBIX Comparison Chart
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BALCX vs. WBBIX commentary
Feb 23, 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 Hold and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. WBBIX (36.1M). 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 : 8.38 vs. WBBIX (3.22). BALCX return over 5 years is better than : 26.14 vs. WBBIX (-6.07).
| 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 | 2.790 | 2.398 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 36.1M | 670,360% |
| Annual Yield % from dividends | 1.59 | 1.44 | 110% |
| Returns for 1 year | 8.38 | 3.22 | 260% |
| Returns for 3 years | 15.69 | 0.27 | 5,886% |
| Returns for 5 years | 26.14 | -6.07 | -431% |
| Returns for 10 years | 46.66 | -8.22 | -568% |
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