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RLBBX vs WBCCX
RLBBX vs WBCCX Comparison
Open Charts RLBBX vs WBCCX
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
TETON Westwood Balanced C
Price$10.44
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets36.5M
RLBBX vs WBCCX Comparison Chart
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RLBBX vs. WBCCX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. WBCCX (36.5M). 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 : 11.43 vs. WBCCX (4.42). RLBBX return over 5 years is better than : 25.81 vs. WBCCX (-10.57).
| 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 | 1.909 | 1.168 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 36.5M | 657,534% |
| Annual Yield % from dividends | 1.58 | 0.50 | 317% |
| Returns for 1 year | 11.43 | 4.42 | 258% |
| Returns for 3 years | 10.54 | -7.92 | -133% |
| Returns for 5 years | 25.81 | -10.57 | -244% |
| Returns for 10 years | 49.88 | -13.05 | -382% |
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