Interact to see
Advertisement
Advertisement
BALCX vs WEBAX
BALCX vs WEBAX Comparison
Open Charts BALCX vs WEBAX
American Funds American Balanced C
Price$35.06
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets241.02B
TETON Westwood Balanced AAA
Price$10.03
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets33.24M
BALCX vs WEBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. WEBAX commentary
Jun 02, 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. WEBAX (33.2M). BALCX (1.24) and WEBAX (1.24) have matching dividends . BALCX was incepted earlier than WEBAX: BALCX (24 years) vs WEBAX (34 years). WEBAX (1.39) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). BALCX has a lower initial minimum investment than WEBAX: BALCX (250) vs WEBAX (1000). BALCX annual gain was more profitable for investors over the last year : 6.86 vs. WEBAX (-0.22). BALCX return over 5 years is better than : 32.80 vs. WEBAX (-1.12).
| BALCX | WEBAX | BALCX / WEBAX | |
| Total Expense Ratio | 1.31 | 1.39 | 94% |
| Annual Report Gross Expense Ratio | 1.31 | 1.39 | 94% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 3.103 | 0.489 | 634% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 33.2M | 725,904% |
| Annual Yield % from dividends | 1.24 | 1.24 | 100% |
| Returns for 1 year | 6.86 | -0.22 | -3,131% |
| Returns for 3 years | 18.91 | 1.19 | 1,590% |
| Returns for 5 years | 32.80 | -1.12 | -2,917% |
| Returns for 10 years | 49.12 | -11.86 | -414% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CEVYX | 12.22 | 0.03 | +0.25% |
| Columbia Global Value Inst3 | |||
| TQCAX | 18.28 | 0.03 | +0.16% |
| Touchstone Dividend Equity A | |||
| MEQFX | 20.55 | 0.02 | +0.10% |
| AMG River Road Large Cap Value Select I | |||
| EISMX | 40.16 | 0.03 | +0.07% |
| Eaton Vance Atlanta Capital SMID-Cap I | |||
| HNVIX | 31.97 | -0.10 | -0.31% |
| Heartland Value Plus Institutional | |||