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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced C
Price$10.25
Change-$0.20 (-1.91%)
VolumeN/A
CapitalizationN/A
BALCX vs WBCCX Comparison Chart
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BALCX vs. WBCCX commentary
Dec 19, 2024
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 WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. WBCCX (37M). BALCX pays higher dividends than WBCCX: BALCX (1.59) vs WBCCX (0.50). BALCX was incepted earlier than WBCCX: BALCX (24 years) vs WBCCX (23 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (39.00). 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 : 11.89 vs. WBCCX (5.03). BALCX return over 5 years is better than : 28.93 vs. WBCCX (-8.34).
| BALCX | WBCCX | BALCX / WBCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 10.937 | 4.398 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 37M | 651,351% |
| Annual Yield % from dividends | 1.59 | 0.50 | 318% |
| Returns for 1 year | 11.89 | 5.03 | 237% |
| Returns for 3 years | 10.17 | -7.23 | -141% |
| Returns for 5 years | 28.93 | -8.34 | -347% |
| Returns for 10 years | 40.96 | -13.88 | -295% |
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