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BALCX vs WEBAX
BALCX vs WEBAX Comparison
Open Charts BALCX vs WEBAX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
TETON Westwood Balanced AAA
Price$10.27
Change-$0.09 (-0.87%)
VolumeN/A
Net Assets36.09M
BALCX vs WEBAX Comparison Chart
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BALCX vs. WEBAX commentary
Feb 23, 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 WEBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. WEBAX (36.1M). BALCX pays higher dividends than WEBAX: BALCX (1.59) vs WEBAX (1.21). BALCX was incepted earlier than WEBAX: BALCX (24 years) vs WEBAX (33 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. WEBAX (39.00). 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 : 8.38 vs. WEBAX (2.96). BALCX return over 5 years is better than : 26.14 vs. WEBAX (-7.16).
| BALCX | WEBAX | BALCX / WEBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.790 | 2.393 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 36.1M | 670,360% |
| Annual Yield % from dividends | 1.59 | 1.21 | 131% |
| Returns for 1 year | 8.38 | 2.96 | 284% |
| Returns for 3 years | 15.69 | -0.49 | -3,212% |
| Returns for 5 years | 26.14 | -7.16 | -365% |
| Returns for 10 years | 46.66 | -10.12 | -461% |
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