Ad is loading...
RLBCX vs WBCCX
RLBCX vs WBCCX Comparison
Open Charts RLBCX vs WBCCX
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
TETON Westwood Balanced C
Price$10.44
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets36.5M
RLBCX vs WBCCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBCX vs. WBCCX 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 WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. WBCCX (36.5M). 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 : 11.92 vs. WBCCX (4.42). RLBCX return over 5 years is better than : 28.12 vs. WBCCX (-10.57).
| 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 | 1.935 | 1.168 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 36.5M | 657,534% |
| Annual Yield % from dividends | 1.98 | 0.50 | 396% |
| Returns for 1 year | 11.92 | 4.42 | 269% |
| Returns for 3 years | 11.58 | -7.92 | -146% |
| Returns for 5 years | 28.12 | -10.57 | -266% |
| Returns for 10 years | 53.41 | -13.05 | -409% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VAFIX | 32.15 | 0.47 | +1.48% |
| Invesco American Franchise Y | |||
| TRNEX | 39.94 | 0.28 | +0.71% |
| T. Rowe Price New Era I | |||
| BSMAX | 17.31 | 0.07 | +0.41% |
| iShares Russell Small/Mid-Cap Idx Inv A | |||
| MGQSX | 16.78 | 0.05 | +0.30% |
| Morgan Stanley Inst Global Stars R6 | |||
| TSFIX | 15.66 | -0.03 | -0.19% |
| Touchstone Small Cap Institutional | |||