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BALFX vs WEBCX
BALFX vs WEBCX Comparison
Open Charts BALFX vs WEBCX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
TETON Westwood Balanced A
Price$9.90
Change-$0.22 (-2.17%)
VolumeN/A
Net Assets34.42M
BALFX vs WEBCX Comparison Chart
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BALFX vs. WEBCX commentary
Apr 04, 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 BALFX is a Hold and WEBCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. WEBCX (34.4M). BALFX pays higher dividends than WEBCX: BALFX (1.95) vs WEBCX (1.23). BALFX was incepted earlier than WEBCX: BALFX (24 years) vs WEBCX (32 years). WEBCX (1.39) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. WEBCX (36.00). BALFX has a lower initial minimum investment than WEBCX: BALFX (250) vs WEBCX (1000). BALFX annual gain was more profitable for investors over the last year : 1.33 vs. WEBCX (-1.09). BALFX return over 5 years is better than : 45.99 vs. WEBCX (9.90).
| BALFX | WEBCX | BALFX / WEBCX | |
| Total Expense Ratio | 0.62 | 1.39 | 45% |
| Annual Report Gross Expense Ratio | 0.62 | 1.39 | 45% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | -2.155 | 0.385 | -559% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 34.4M | 683,140% |
| Annual Yield % from dividends | 1.95 | 1.23 | 158% |
| Returns for 1 year | 1.33 | -1.09 | -122% |
| Returns for 3 years | 9.14 | -4.63 | -197% |
| Returns for 5 years | 45.99 | 9.90 | 464% |
| Returns for 10 years | 47.77 | -12.55 | -381% |