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RLBBX vs WEBAX
RLBBX vs WEBAX Comparison
Open Charts RLBBX vs WEBAX
American Funds American Balanced R2
Price$32.68
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
TETON Westwood Balanced AAA
Price$9.63
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets32.65M
RLBBX vs WEBAX Comparison Chart
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RLBBX vs. WEBAX commentary
Apr 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 225B vs. WEBAX (32.7M). RLBBX (1.27) and WEBAX (1.24) have matching dividends . RLBBX was incepted earlier than WEBAX: RLBBX (23 years) vs WEBAX (34 years). WEBAX (1.39) and RLBBX (1.33) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 171.00 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 : 1.79 vs. WEBAX (-1.98). RLBBX return over 5 years is better than : 27.66 vs. WEBAX (-2.68).
| RLBBX | WEBAX | RLBBX / WEBAX | |
| Total Expense Ratio | 1.33 | 1.39 | 96% |
| Annual Report Gross Expense Ratio | 1.33 | 1.39 | 96% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | -3.901 | -3.418 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 32.7M | 688,073% |
| Annual Yield % from dividends | 1.27 | 1.24 | 102% |
| Returns for 1 year | 1.79 | -1.98 | -91% |
| Returns for 3 years | 8.01 | -5.32 | -151% |
| Returns for 5 years | 27.66 | -2.68 | -1,033% |
| Returns for 10 years | 38.50 | -15.43 | -250% |
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