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RLBCX vs WBCCX
RLBCX vs WBCCX Comparison
Open Charts RLBCX vs WBCCX
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced C
Price$10.25
Change-$0.20 (-1.91%)
VolumeN/A
CapitalizationN/A
RLBCX vs WBCCX Comparison Chart
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RLBCX vs. WBCCX 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 Hold and WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. WBCCX (37M). 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 : 12.29 vs. WBCCX (5.03). RLBCX return over 5 years is better than : 31.08 vs. WBCCX (-8.34).
| 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 | 11.296 | 4.398 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 37M | 651,351% |
| Annual Yield % from dividends | 1.98 | 0.50 | 396% |
| Returns for 1 year | 12.29 | 5.03 | 244% |
| Returns for 3 years | 11.08 | -7.23 | -153% |
| Returns for 5 years | 31.08 | -8.34 | -372% |
| Returns for 10 years | 44.10 | -13.88 | -318% |
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