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RLBCX vs WBBIX
RLBCX vs WBBIX Comparison
Open Charts RLBCX vs WBBIX
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
TETON Westwood Balanced I
Price$10.25
Change-$0.10 (-0.97%)
VolumeN/A
Net Assets36.09M
RLBCX vs WBBIX Comparison Chart
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RLBCX vs. WBBIX commentary
Feb 23, 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 Hold and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. WBBIX (36.1M). RLBCX pays higher dividends than WBBIX: RLBCX (1.98) vs WBBIX (1.44). RLBCX was incepted earlier than WBBIX: RLBCX (23 years) vs WBBIX (17 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. WBBIX (39.00). 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 : 8.85 vs. WBBIX (3.22). RLBCX return over 5 years is better than : 28.37 vs. WBBIX (-6.07).
| RLBCX | WBBIX | RLBCX / WBBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.844 | 2.398 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 36.1M | 670,360% |
| Annual Yield % from dividends | 1.98 | 1.44 | 137% |
| Returns for 1 year | 8.85 | 3.22 | 275% |
| Returns for 3 years | 16.79 | 0.27 | 6,298% |
| Returns for 5 years | 28.37 | -6.07 | -467% |
| Returns for 10 years | 50.06 | -8.22 | -609% |
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