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RLBBX vs WBCCX
RLBBX vs WBCCX Comparison
Open Charts RLBBX vs WBCCX
American Funds American Balanced R2
Price$34.06
Change-$0.07 (-0.21%)
VolumeN/A
Net Assets234.89B
TETON Westwood Balanced C
Price$10.12
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets33.1M
RLBBX vs WBCCX Comparison Chart
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RLBBX vs. WBCCX commentary
May 06, 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 Buy and WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. WBCCX (33.1M). RLBBX pays higher dividends than WBCCX: RLBBX (1.27) vs WBCCX (0.53). RLBBX was incepted earlier than WBCCX: RLBBX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than RLBBX (1.32). RLBBX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). RLBBX has a lower initial minimum investment than WBCCX: RLBBX (250) vs WBCCX (1000). RLBBX annual gain was more profitable for investors over the last year : 5.03 vs. WBCCX (-1.78). RLBBX return over 5 years is better than : 34.46 vs. WBCCX (-0.68).
| RLBBX | WBCCX | RLBBX / WBCCX | |
| Total Expense Ratio | 1.32 | 2.14 | 62% |
| Annual Report Gross Expense Ratio | 1.32 | 2.14 | 62% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.157 | -0.782 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 33.1M | 709,970% |
| Annual Yield % from dividends | 1.27 | 0.53 | 240% |
| Returns for 1 year | 5.03 | -1.78 | -283% |
| Returns for 3 years | 17.38 | -1.04 | -1,676% |
| Returns for 5 years | 34.46 | -0.68 | -5,053% |
| Returns for 10 years | 43.72 | -17.49 | -250% |
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