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RLBBX vs WBCCX
RLBBX vs WBCCX Comparison
Open Charts RLBBX vs WBCCX
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced C
Price$10.25
Change-$0.20 (-1.91%)
VolumeN/A
CapitalizationN/A
RLBBX vs WBCCX Comparison Chart
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RLBBX vs. WBCCX commentary
Dec 19, 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 Hold and WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. WBCCX (37M). RLBBX pays higher dividends than WBCCX: RLBBX (1.58) vs WBCCX (0.50). RLBBX was incepted earlier than WBCCX: RLBBX (23 years) vs WBCCX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (39.00). 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 : 11.88 vs. WBCCX (5.03). RLBBX return over 5 years is better than : 28.86 vs. WBCCX (-8.34).
| RLBBX | WBCCX | RLBBX / WBCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 10.930 | 4.398 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 37M | 651,351% |
| Annual Yield % from dividends | 1.58 | 0.50 | 317% |
| Returns for 1 year | 11.88 | 5.03 | 236% |
| Returns for 3 years | 10.16 | -7.23 | -141% |
| Returns for 5 years | 28.86 | -8.34 | -346% |
| Returns for 10 years | 40.94 | -13.88 | -295% |