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RLBCX vs WBBIX
RLBCX vs WBBIX Comparison
Open Charts RLBCX vs WBBIX
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced I
Price$9.99
Change-$0.19 (-1.87%)
VolumeN/A
CapitalizationN/A
RLBCX vs WBBIX Comparison Chart
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RLBCX vs. WBBIX commentary
Dec 19, 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 RLBCX is a StrongBuy and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. WBBIX (37M). 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 : 12.29 vs. WBBIX (6.10). RLBCX return over 5 years is better than : 31.08 vs. WBBIX (-4.14).
| 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 | 11.296 | 5.342 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 37M | 651,351% |
| Annual Yield % from dividends | 1.98 | 1.44 | 137% |
| Returns for 1 year | 12.29 | 6.10 | 201% |
| Returns for 3 years | 11.08 | -4.37 | -254% |
| Returns for 5 years | 31.08 | -4.14 | -751% |
| Returns for 10 years | 44.10 | -7.13 | -619% |
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