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RLBCX vs WBCCX
RLBCX vs WBCCX Comparison
Open Charts RLBCX vs WBCCX
American Funds American Balanced R3
Price$33.05
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
TETON Westwood Balanced C
Price$9.90
Change+$0.07 (+0.71%)
VolumeN/A
Net Assets32.37M
RLBCX vs WBCCX Comparison Chart
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RLBCX vs. WBCCX commentary
Apr 25, 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: 225B vs. WBCCX (32.4M). 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 : 1.33 vs. WBCCX (-4.23). RLBCX return over 5 years is better than : 30.89 vs. WBCCX (-4.82).
| 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 | -3.879 | -4.005 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 32.4M | 694,444% |
| Annual Yield % from dividends | 1.69 | 0.52 | 323% |
| Returns for 1 year | 1.33 | -4.23 | -31% |
| Returns for 3 years | 11.21 | -6.23 | -180% |
| Returns for 5 years | 30.89 | -4.82 | -641% |
| Returns for 10 years | 40.86 | -20.54 | -199% |
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