Ad is loading...
RLBCX vs WBBIX
RLBCX vs WBBIX Comparison
Open Charts RLBCX vs WBBIX
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
TETON Westwood Balanced I
Price$9.89
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets32.87M
RLBCX vs WBBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBCX vs. WBBIX commentary
May 12, 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: 234B vs. WBBIX (32.9M). RLBCX pays higher dividends than WBBIX: RLBCX (1.70) vs WBBIX (1.52). 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 : 3.86 vs. WBBIX (-2.13). RLBCX return over 5 years is better than : 34.81 vs. WBBIX (1.51).
| 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 | 0.235 | -0.652 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 32.9M | 711,246% |
| Annual Yield % from dividends | 1.70 | 1.52 | 112% |
| Returns for 1 year | 3.86 | -2.13 | -181% |
| Returns for 3 years | 20.64 | 3.67 | 563% |
| Returns for 5 years | 34.81 | 1.51 | 2,307% |
| Returns for 10 years | 48.19 | -10.37 | -464% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PEQUX | 16.46 | 0.09 | +0.55% |
| Putnam Focused International Equity A | |||
| BGIKX | 14.20 | 0.05 | +0.35% |
| Baillie Gifford International Alpha K | |||
| QCBGX | 20.83 | 0.01 | +0.05% |
| Federated Hermes MDT Balanced C | |||
| FLCPX | 22.46 | -0.01 | -0.04% |
| Fidelity SAI US Large Cap Index | |||
| FEXRX | 10.30 | -0.06 | -0.58% |
| First Eagle U.S. SMID Cap Opportunity R6 | |||