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RLBBX vs WBBIX
RLBBX vs WBBIX Comparison
Open Charts RLBBX vs WBBIX
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
TETON Westwood Balanced I
Price$9.79
Change-$0.22 (-2.20%)
VolumeN/A
Net Assets34.42M
RLBBX vs WBBIX Comparison Chart
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RLBBX vs. WBBIX commentary
Apr 05, 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 RLBBX is a Hold and WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. WBBIX (34.4M). WBBIX pays higher dividends than RLBBX: WBBIX (1.50) vs RLBBX (1.27). RLBBX was incepted earlier than WBBIX: RLBBX (23 years) vs WBBIX (17 years). RLBBX (1.33) is less costly to investors than WBBIX (1.14). RLBBX is a more actively managed with annual turnover of: 171.00 vs. WBBIX (36.00). 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 : 0.60 vs. WBBIX (-0.85). RLBBX return over 5 years is better than : 41.66 vs. WBBIX (11.25).
| RLBBX | WBBIX | RLBBX / WBBIX | |
| Total Expense Ratio | 1.33 | 1.14 | 117% |
| Annual Report Gross Expense Ratio | 1.33 | 1.14 | 117% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -2.343 | 0.553 | -423% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 34.4M | 683,140% |
| Annual Yield % from dividends | 1.27 | 1.50 | 85% |
| Returns for 1 year | 0.60 | -0.85 | -71% |
| Returns for 3 years | 7.26 | -3.84 | -189% |
| Returns for 5 years | 41.66 | 11.25 | 370% |
| Returns for 10 years | 41.83 | -9.73 | -430% |
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