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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$37.25
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
TETON Westwood Balanced C
Price$10.75
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets33.72M
BALCX vs WBCCX Comparison Chart in %
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BALCX vs. WBCCX commentary
Sep 01, 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: 255B vs. WBCCX (33.7M). BALCX pays higher dividends than WBCCX: BALCX (1.16) vs WBCCX (0.49). 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 : 6.89 vs. WBCCX (-1.75). BALCX return over 5 years is better than : 32.72 vs. WBCCX (-4.08).
| 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 | 9.686 | 5.083 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 33.7M | 756,677% |
| Annual Yield % from dividends | 1.16 | 0.49 | 235% |
| Returns for 1 year | 6.89 | -1.75 | -395% |
| Returns for 3 years | 33.62 | 6.76 | 497% |
| Returns for 5 years | 32.72 | -4.08 | -802% |
| Returns for 10 years | 69.03 | -6.71 | -1,028% |
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