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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
TETON Westwood Balanced I
Price$10.18
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets36.5M
BALCX vs WBBIX Comparison Chart
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BALCX vs. WBBIX commentary
Jan 19, 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: 240B vs. WBBIX (36.5M). 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 : 11.44 vs. WBBIX (5.47). BALCX return over 5 years is better than : 25.92 vs. WBBIX (-6.52).
| 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 | 1.938 | 1.199 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 36.5M | 657,534% |
| Annual Yield % from dividends | 1.59 | 1.44 | 110% |
| Returns for 1 year | 11.44 | 5.47 | 209% |
| Returns for 3 years | 10.59 | -5.09 | -208% |
| Returns for 5 years | 25.92 | -6.52 | -397% |
| Returns for 10 years | 49.96 | -6.20 | -805% |
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