RLBBX
Price
$32.75
Change
+$0.05 (+0.15%)
Updated
Feb 23, 6:59 PM EST
WLVIX
Price
$6.74
Change
+$0.01 (+0.15%)
Updated
Feb 23, 6:59 PM EST
Ad is loading...

Compare trend and price RLBBX vs WLVIX

Header iconRLBBX vs WLVIX Comparison
Open Charts RLBBX vs WLVIXBanner chart's image
American Funds American Balanced R2
Price$32.75
Change+$0.05 (+0.15%)
VolumeN/A
CapitalizationN/A
Westwood Total Return Inst
Price$6.74
Change+$0.01 (+0.15%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
RLBBX vs WLVIX Comparison Chart

Loading...

VS
RLBBX vs. WLVIX commentary
Feb 25, 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 Buy and WLVIX is a Buy.

FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 217B vs. WLVIX (119M). WLVIX pays higher dividends than RLBBX: WLVIX (3.24) vs RLBBX (1.66). RLBBX was incepted earlier than WLVIX: RLBBX (22 years) vs WLVIX (23 years). RLBBX (1.34) is less costly to investors than WLVIX (0.72). WLVIX (53.00) and RLBBX (52.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than WLVIX: RLBBX (250) vs WLVIX (100000). RLBBX annual gain was more profitable for investors over the last year : 15.30 vs. WLVIX (11.59). RLBBX return over 5 years is better than : 29.32 vs. WLVIX (24.20).
RLBBXWLVIXRLBBX / WLVIX
Total Expense Ratio1.340.64209%
Annual Report Gross Expense Ratio1.340.72186%
Fund Existence22 years23 years-
Gain YTD3.1820.747426%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets217B119M182,353%
Annual Yield % from dividends1.663.2451%
Returns for 1 year15.3011.59132%
Returns for 3 years10.531.78592%
Returns for 5 years29.3224.20121%
Returns for 10 years42.96-28.30-152%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
KPTI1.240.11
+9.73%
Karyopharm Therapeutics
FOXA30.230.38
+1.27%
Fox Corp
PINC21.620.26
+1.22%
Premier
CRESY8.21-0.13
-1.56%
Cresud S.A.C.I.F. y A.
TOVX0.47-0.03
-5.28%
Theriva Biologics