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RLBBX vs WBBIX
RLBBX vs WBBIX Comparison
Open Charts RLBBX vs WBBIX
American Funds American Balanced R2
Price$36.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced I
Price$10.93
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RLBBX vs WBBIX Comparison Chart
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RLBBX vs. WBBIX commentary
Oct 18, 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 RLBBX is a StrongBuy and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B vs. WBBIX (38.7M). RLBBX pays higher dividends than WBBIX: RLBBX (1.58) vs WBBIX (1.44). RLBBX was incepted earlier than WBBIX: RLBBX (22 years) vs WBBIX (17 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. WBBIX (39.00). RLBBX has a lower initial minimum investment than WBBIX: RLBBX (250) vs WBBIX (500000). RLBBX annual gain was more profitable for investors over the last year : 24.35 vs. WBBIX (18.85). RLBBX return over 5 years is better than : 36.62 vs. WBBIX (-0.41).
| RLBBX | WBBIX | RLBBX / WBBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 14.642 | 12.885 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 38.7M | 614,987% |
| Annual Yield % from dividends | 1.58 | 1.44 | 110% |
| Returns for 1 year | 24.35 | 18.85 | 129% |
| Returns for 3 years | 12.65 | -8.31 | -152% |
| Returns for 5 years | 36.62 | -0.41 | -9,025% |
| Returns for 10 years | 54.40 | -3.35 | -1,625% |
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