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BALCX vs WEBAX
BALCX vs WEBAX Comparison
Open Charts BALCX vs WEBAX
American Funds American Balanced C
Price$33.84
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets232.27B
TETON Westwood Balanced AAA
Price$9.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets33.15M
BALCX vs WEBAX Comparison Chart
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BALCX vs. WEBAX commentary
May 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: 232B vs. WEBAX (33.1M). BALCX (1.29) and WEBAX (1.26) 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 : 5.72 vs. WEBAX (-0.44). BALCX return over 5 years is better than : 33.65 vs. WEBAX (1.00).
| 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 | -0.484 | -1.314 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 33.1M | 700,906% |
| Annual Yield % from dividends | 1.29 | 1.26 | 102% |
| Returns for 1 year | 5.72 | -0.44 | -1,284% |
| Returns for 3 years | 16.45 | -0.04 | -37,638% |
| Returns for 5 years | 33.65 | 1.00 | 3,364% |
| Returns for 10 years | 43.24 | -13.52 | -320% |
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