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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$32.98
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
TETON Westwood Balanced C
Price$9.90
Change+$0.07 (+0.71%)
VolumeN/A
Net Assets32.37M
BALCX vs WBCCX Comparison Chart
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BALCX vs. WBCCX commentary
Apr 25, 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: 225B vs. WBCCX (32.4M). 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 : 0.88 vs. WBCCX (-4.23). BALCX return over 5 years is better than : 28.57 vs. WBCCX (-4.82).
| 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 | -4.013 | -4.005 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 32.4M | 694,444% |
| Annual Yield % from dividends | 1.28 | 0.52 | 245% |
| Returns for 1 year | 0.88 | -4.23 | -21% |
| Returns for 3 years | 10.05 | -6.23 | -161% |
| Returns for 5 years | 28.57 | -4.82 | -593% |
| Returns for 10 years | 37.55 | -20.54 | -183% |
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