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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets252.99B
TETON Westwood Balanced C
Price$10.65
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets33.38M
BALCX vs WBCCX Comparison Chart in %
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BALCX vs. WBCCX commentary
Aug 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B vs. WBCCX (33.4M). BALCX pays higher dividends than WBCCX: BALCX (1.18) vs WBCCX (0.50). BALCX was incepted earlier than WBCCX: BALCX (24 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 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 : 10.54 vs. WBCCX (1.59). BALCX return over 5 years is better than : 32.47 vs. WBCCX (-3.96).
| BALCX | WBCCX | BALCX / WBCCX | |
| Total Expense Ratio | 1.31 | 2.14 | 61% |
| Annual Report Gross Expense Ratio | 1.31 | 2.14 | 61% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 8.096 | 4.203 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 33.4M | 757,485% |
| Annual Yield % from dividends | 1.18 | 0.50 | 236% |
| Returns for 1 year | 10.54 | 1.59 | 665% |
| Returns for 3 years | 28.43 | 3.34 | 851% |
| Returns for 5 years | 32.47 | -3.96 | -820% |
| Returns for 10 years | 56.72 | -12.58 | -451% |
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