Interact to see
Advertisement
Advertisement
BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
TETON Westwood Balanced C
Price$10.81
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets33.92M
BALCX vs WBCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. WBCCX commentary
Sep 26, 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 Hold and WBCCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. WBCCX (33.9M). BALCX pays higher dividends than WBCCX: BALCX (1.16) vs WBCCX (0.49). BALCX was incepted earlier than WBCCX: BALCX (25 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 : 7.33 vs. WBCCX (-1.37). BALCX return over 5 years is better than : 39.74 vs. WBCCX (-0.04).
| BALCX | WBCCX | BALCX / WBCCX | |
| Total Expense Ratio | 1.31 | 2.14 | 61% |
| Annual Report Gross Expense Ratio | 1.31 | 2.14 | 61% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 12.273 | 6.061 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 33.9M | 775,811% |
| Annual Yield % from dividends | 1.16 | 0.49 | 235% |
| Returns for 1 year | 7.33 | -1.37 | -535% |
| Returns for 3 years | 47.41 | 16.02 | 296% |
| Returns for 5 years | 39.74 | -0.04 | -111,463% |
| Returns for 10 years | 74.74 | -5.29 | -1,414% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement