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RLBCX vs WBBIX
RLBCX vs WBBIX Comparison
Open Charts RLBCX vs WBBIX
American Funds American Balanced R3
Price$36.46
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
TETON Westwood Balanced I
Price$10.30
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets34.02M
RLBCX vs WBBIX Comparison Chart in %
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RLBCX vs. WBBIX commentary
Jul 03, 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 RLBCX is a Buy and WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 251B vs. WBBIX (34M). RLBCX pays higher dividends than WBBIX: RLBCX (1.57) vs WBBIX (1.47). RLBCX was incepted earlier than WBBIX: RLBCX (23 years) vs WBBIX (17 years). WBBIX (1.14) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. WBBIX (36.00). RLBCX has a lower initial minimum investment than WBBIX: RLBCX (250) vs WBBIX (500000). RLBCX annual gain was more profitable for investors over the last year : 7.58 vs. WBBIX (0.78). RLBCX return over 5 years is better than : 38.90 vs. WBBIX (4.12).
| RLBCX | WBBIX | RLBCX / WBBIX | |
| Total Expense Ratio | 0.89 | 1.14 | 78% |
| Annual Report Gross Expense Ratio | 0.89 | 1.14 | 78% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 7.387 | 3.979 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 34M | 738,235% |
| Annual Yield % from dividends | 1.57 | 1.47 | 106% |
| Returns for 1 year | 7.58 | 0.78 | 976% |
| Returns for 3 years | 33.35 | 11.08 | 301% |
| Returns for 5 years | 38.90 | 4.12 | 944% |
| Returns for 10 years | 61.08 | -6.20 | -986% |
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