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BALCX vs WEBAX
BALCX vs WEBAX Comparison
Open Charts BALCX vs WEBAX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
TETON Westwood Balanced AAA
Price$10.49
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.72M
BALCX vs WEBAX Comparison Chart in %
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BALCX vs. WEBAX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. WEBAX (33.7M). WEBAX (1.22) and BALCX (1.18) 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 : 7.16 vs. WEBAX (-0.13). BALCX return over 5 years is better than : 33.87 vs. WEBAX (-0.15).
| 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 | 9.274 | 5.451 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 33.7M | 759,644% |
| Annual Yield % from dividends | 1.18 | 1.22 | 97% |
| Returns for 1 year | 7.16 | -0.13 | -5,672% |
| Returns for 3 years | 27.12 | 3.63 | 746% |
| Returns for 5 years | 33.87 | -0.15 | -22,991% |
| Returns for 10 years | 59.19 | -6.61 | -895% |
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