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RLBBX vs WEBAX
RLBBX vs WEBAX Comparison
Open Charts RLBBX vs WEBAX
American Funds American Balanced R2
Price$34.55
Change-$0.39 (-1.12%)
VolumeN/A
Net Assets240.4B
TETON Westwood Balanced AAA
Price$9.92
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets33.3M
RLBBX vs WEBAX Comparison Chart
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RLBBX vs. WEBAX commentary
May 22, 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. WEBAX (33.3M). RLBBX (1.27) and WEBAX (1.26) have matching dividends . RLBBX was incepted earlier than WEBAX: RLBBX (23 years) vs WEBAX (34 years). WEBAX (1.39) is less costly to investors than RLBBX (1.32). RLBBX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). RLBBX has a lower initial minimum investment than WEBAX: RLBBX (250) vs WEBAX (1000). RLBBX annual gain was more profitable for investors over the last year : 3.48 vs. WEBAX (-2.23). RLBBX return over 5 years is better than : 33.66 vs. WEBAX (1.65).
| RLBBX | WEBAX | RLBBX / WEBAX | |
| Total Expense Ratio | 1.32 | 1.39 | 95% |
| Annual Report Gross Expense Ratio | 1.32 | 1.39 | 95% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 1.597 | 0.590 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 33.3M | 720,721% |
| Annual Yield % from dividends | 1.27 | 1.26 | 101% |
| Returns for 1 year | 3.48 | -2.23 | -156% |
| Returns for 3 years | 21.25 | 5.17 | 411% |
| Returns for 5 years | 33.66 | 1.65 | 2,035% |
| Returns for 10 years | 45.96 | -12.06 | -381% |
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