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RLBCX vs WBBIX
RLBCX vs WBBIX Comparison
Open Charts RLBCX vs WBBIX
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
TETON Westwood Balanced I
Price$9.79
Change-$0.22 (-2.20%)
VolumeN/A
Net Assets34.42M
RLBCX vs WBBIX Comparison Chart
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RLBCX vs. WBBIX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. WBBIX (34.4M). RLBCX pays higher dividends than WBBIX: RLBCX (1.69) vs WBBIX (1.50). 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: 171.00 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 : 1.03 vs. WBBIX (-0.85). RLBCX return over 5 years is better than : 44.21 vs. WBBIX (11.25).
| 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 | -2.233 | 0.553 | -404% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 34.4M | 683,140% |
| Annual Yield % from dividends | 1.69 | 1.50 | 113% |
| Returns for 1 year | 1.03 | -0.85 | -122% |
| Returns for 3 years | 8.35 | -3.84 | -217% |
| Returns for 5 years | 44.21 | 11.25 | 393% |
| Returns for 10 years | 45.29 | -9.73 | -466% |