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RLBCX vs WBBIX
RLBCX vs WBBIX Comparison
Open Charts RLBCX vs WBBIX
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
TETON Westwood Balanced I
Price$10.18
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets36.5M
RLBCX vs WBBIX Comparison Chart
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RLBCX vs. WBBIX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. WBBIX (36.5M). 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 : 11.92 vs. WBBIX (5.47). RLBCX return over 5 years is better than : 28.12 vs. WBBIX (-6.52).
| 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 | 1.935 | 1.199 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 36.5M | 657,534% |
| Annual Yield % from dividends | 1.98 | 1.44 | 137% |
| Returns for 1 year | 11.92 | 5.47 | 218% |
| Returns for 3 years | 11.58 | -5.09 | -227% |
| Returns for 5 years | 28.12 | -6.52 | -431% |
| Returns for 10 years | 53.41 | -6.20 | -861% |
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