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BALCX vs WEBAX
BALCX vs WEBAX Comparison
Open Charts BALCX vs WEBAX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
TETON Westwood Balanced AAA
Price$10.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.86M
BALCX vs WEBAX Comparison Chart in %
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BALCX vs. WEBAX commentary
Sep 06, 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: 258B vs. WEBAX (33.9M). WEBAX (1.20) and BALCX (1.16) 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 : 9.12 vs. WEBAX (0.16). BALCX return over 5 years is better than : 35.50 vs. WEBAX (0.80).
| 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 | 10.835 | 6.255 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 33.9M | 761,062% |
| Annual Yield % from dividends | 1.16 | 1.20 | 97% |
| Returns for 1 year | 9.12 | 0.16 | 5,538% |
| Returns for 3 years | 37.20 | 11.64 | 320% |
| Returns for 5 years | 35.50 | 0.80 | 4,453% |
| Returns for 10 years | 67.85 | -2.34 | -2,899% |
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