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BALCX vs WEBCX
BALCX vs WEBCX Comparison
Open Charts BALCX vs WEBCX
American Funds American Balanced C
Price$32.00
Change-$1.21 (-3.64%)
VolumeN/A
Net Assets220.57B
TETON Westwood Balanced A
Price$9.58
Change-$0.32 (-3.23%)
VolumeN/A
Net Assets32.55M
BALCX vs WEBCX Comparison Chart
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BALCX vs. WEBCX commentary
Apr 08, 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 WEBCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 221B vs. WEBCX (32.6M). BALCX (1.28) and WEBCX (1.23) have matching dividends . BALCX was incepted earlier than WEBCX: BALCX (24 years) vs WEBCX (32 years). WEBCX (1.39) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. WEBCX (36.00). BALCX has a lower initial minimum investment than WEBCX: BALCX (250) vs WEBCX (1000). BALCX annual gain was more profitable for investors over the last year : -2.35 vs. WEBCX (-5.73). BALCX return over 5 years is better than : 36.57 vs. WEBCX (4.04).
| BALCX | WEBCX | BALCX / WEBCX | |
| Total Expense Ratio | 1.32 | 1.39 | 95% |
| Annual Report Gross Expense Ratio | 1.32 | 1.39 | 95% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | -5.895 | -4.971 | 119% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 32.6M | 677,914% |
| Annual Yield % from dividends | 1.28 | 1.23 | 104% |
| Returns for 1 year | -2.35 | -5.73 | 41% |
| Returns for 3 years | 4.39 | -8.81 | -50% |
| Returns for 5 years | 36.57 | 4.04 | 906% |
| Returns for 10 years | 36.76 | -17.01 | -216% |