RLBAX
Price
$33.49
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
WLVIX
Price
$6.85
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Analysis and predictions RLBAX vs WLVIX

Header iconRLBAX vs WLVIX Comparison
Open Charts RLBAX vs WLVIXBanner chart's image
American Funds American Balanced R1
Price$33.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Westwood Capital Appreciation Inc Inst
Price$6.85
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RLBAX vs WLVIX Comparison Chart

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VS
RLBAX vs. WLVIX commentary
Apr 14, 2024

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 Buy and WLVIX is a Buy.

FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 223B vs. WLVIX (125M). WLVIX pays higher dividends than RLBAX: WLVIX (3.15) vs RLBAX (1.59). RLBAX was incepted earlier than WLVIX: RLBAX (22 years) vs WLVIX (23 years). RLBAX (1.33) is less costly to investors than WLVIX (0.50). RLBAX is a more actively managed with annual turnover of: 171.00 vs. WLVIX (53.00). RLBAX has a lower initial minimum investment than WLVIX: RLBAX (250) vs WLVIX (100000). RLBAX annual gain was more profitable for investors over the last year : 16.65 vs. WLVIX (14.03). RLBAX return over 5 years is better than : 30.87 vs. WLVIX (24.72).
RLBAXWLVIXRLBAX / WLVIX
Total Expense Ratio1.330.40333%
Annual Report Gross Expense Ratio1.330.50266%
Fund Existence22 years23 years-
Gain YTD5.7693.210180%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets223B125M178,400%
Annual Yield % from dividends1.593.1551%
Returns for 1 year16.6514.03119%
Returns for 3 years10.533.32317%
Returns for 5 years30.8724.72125%
Returns for 10 years45.04-28.35-159%
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