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RLBAX vs WEBCX
RLBAX vs WEBCX Comparison
Open Charts RLBAX vs WEBCX
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
TETON Westwood Balanced A
Price$9.90
Change-$0.22 (-2.17%)
VolumeN/A
Net Assets34.42M
RLBAX vs WEBCX Comparison Chart
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RLBAX 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 RLBAX is a Hold and WEBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. WEBCX (34.4M). RLBAX (1.27) and WEBCX (1.23) have matching dividends . RLBAX was incepted earlier than WEBCX: RLBAX (23 years) vs WEBCX (32 years). WEBCX (1.39) and RLBAX (1.33) have similar cost to investors . RLBAX is a more actively managed with annual turnover of: 171.00 vs. WEBCX (36.00). RLBAX has a lower initial minimum investment than WEBCX: RLBAX (250) vs WEBCX (1000). RLBAX annual gain was more profitable for investors over the last year : 0.57 vs. WEBCX (-1.09). RLBAX return over 5 years is better than : 41.60 vs. WEBCX (9.90).
| RLBAX | WEBCX | RLBAX / WEBCX | |
| Total Expense Ratio | 1.33 | 1.39 | 96% |
| Annual Report Gross Expense Ratio | 1.33 | 1.39 | 96% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -2.348 | 0.385 | -609% |
| 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 | 1.27 | 1.23 | 103% |
| Returns for 1 year | 0.57 | -1.09 | -52% |
| Returns for 3 years | 7.24 | -4.63 | -156% |
| Returns for 5 years | 41.60 | 9.90 | 420% |
| Returns for 10 years | 41.83 | -12.55 | -333% |
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