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RLBCX vs WBCCX
RLBCX vs WBCCX Comparison
Open Charts RLBCX vs WBCCX
American Funds American Balanced R3
Price$34.14
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets235.03B
TETON Westwood Balanced C
Price$10.27
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets34.82M
RLBCX vs WBCCX Comparison Chart
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RLBCX vs. WBCCX commentary
Apr 04, 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. WBCCX (34.8M). RLBCX pays higher dividends than WBCCX: RLBCX (1.69) vs WBCCX (0.52). RLBCX was incepted earlier than WBCCX: RLBCX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (36.00). RLBCX has a lower initial minimum investment than WBCCX: RLBCX (250) vs WBCCX (1000). RLBCX annual gain was more profitable for investors over the last year : 3.92 vs. WBCCX (-1.95). RLBCX return over 5 years is better than : 47.99 vs. WBCCX (6.11).
| RLBCX | WBCCX | RLBCX / WBCCX | |
| Total Expense Ratio | 0.89 | 2.14 | 42% |
| Annual Report Gross Expense Ratio | 0.89 | 2.14 | 42% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.323 | -0.001 | -26,483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 34.8M | 675,287% |
| Annual Yield % from dividends | 1.69 | 0.52 | 323% |
| Returns for 1 year | 3.92 | -1.95 | -201% |
| Returns for 3 years | 11.56 | -6.95 | -166% |
| Returns for 5 years | 47.99 | 6.11 | 785% |
| Returns for 10 years | 49.82 | -16.51 | -302% |
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