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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$34.09
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
TETON Westwood Balanced C
Price$10.27
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets34.82M
BALCX vs WBCCX Comparison Chart
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BALCX vs. WBCCX commentary
Apr 04, 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. WBCCX (34.8M). BALCX pays higher dividends than WBCCX: BALCX (1.28) vs WBCCX (0.52). BALCX was incepted earlier than WBCCX: BALCX (24 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (36.00). BALCX has a lower initial minimum investment than WBCCX: BALCX (250) vs WBCCX (1000). BALCX annual gain was more profitable for investors over the last year : 3.53 vs. WBCCX (-1.95). BALCX return over 5 years is better than : 45.49 vs. WBCCX (6.11).
| BALCX | WBCCX | BALCX / WBCCX | |
| Total Expense Ratio | 1.32 | 2.14 | 62% |
| Annual Report Gross Expense Ratio | 1.32 | 2.14 | 62% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 0.251 | -0.001 | -20,567% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 34.8M | 672,414% |
| Annual Yield % from dividends | 1.28 | 0.52 | 245% |
| Returns for 1 year | 3.53 | -1.95 | -181% |
| Returns for 3 years | 10.47 | -6.95 | -151% |
| Returns for 5 years | 45.49 | 6.11 | 744% |
| Returns for 10 years | 46.34 | -16.51 | -281% |