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RLBCX vs WEBAX
RLBCX vs WEBAX Comparison
Open Charts RLBCX vs WEBAX
American Funds American Balanced R3
Price$34.64
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
TETON Westwood Balanced AAA
Price$9.92
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets33.3M
RLBCX vs WEBAX Comparison Chart
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RLBCX vs. WEBAX commentary
May 22, 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. WEBAX (33.3M). RLBCX pays higher dividends than WEBAX: RLBCX (1.70) vs WEBAX (1.26). RLBCX was incepted earlier than WEBAX: RLBCX (23 years) vs WEBAX (34 years). WEBAX (1.39) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). RLBCX has a lower initial minimum investment than WEBAX: RLBCX (250) vs WEBAX (1000). RLBCX annual gain was more profitable for investors over the last year : 3.98 vs. WEBAX (-2.23). RLBCX return over 5 years is better than : 36.15 vs. WEBAX (1.65).
| RLBCX | WEBAX | RLBCX / WEBAX | |
| Total Expense Ratio | 0.89 | 1.39 | 64% |
| Annual Report Gross Expense Ratio | 0.89 | 1.39 | 64% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 1.792 | 0.590 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 33.3M | 720,721% |
| Annual Yield % from dividends | 1.70 | 1.26 | 135% |
| Returns for 1 year | 3.98 | -2.23 | -178% |
| Returns for 3 years | 22.56 | 5.17 | 436% |
| Returns for 5 years | 36.15 | 1.65 | 2,185% |
| Returns for 10 years | 49.59 | -12.06 | -411% |
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