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RLBCX vs WBCCX
RLBCX vs WBCCX Comparison
Open Charts RLBCX vs WBCCX
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
TETON Westwood Balanced C
Price$10.50
Change-$0.10 (-0.94%)
VolumeN/A
Net Assets36.09M
RLBCX vs WBCCX Comparison Chart
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RLBCX vs. WBCCX commentary
Feb 23, 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 WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. WBCCX (36.1M). RLBCX pays higher dividends than WBCCX: RLBCX (1.98) vs WBCCX (0.50). RLBCX was incepted earlier than WBCCX: RLBCX (23 years) vs WBCCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (39.00). 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 : 8.85 vs. WBCCX (2.25). RLBCX return over 5 years is better than : 28.37 vs. WBCCX (-10.16).
| RLBCX | WBCCX | RLBCX / WBCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.844 | 2.240 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 36.1M | 670,360% |
| Annual Yield % from dividends | 1.98 | 0.50 | 396% |
| Returns for 1 year | 8.85 | 2.25 | 393% |
| Returns for 3 years | 16.79 | -2.69 | -625% |
| Returns for 5 years | 28.37 | -10.16 | -279% |
| Returns for 10 years | 50.06 | -14.91 | -336% |
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