RLBCX
Price
$33.58
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
WLVIX
Price
$6.85
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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RLBCX vs WLVIX ᐉ Comparison: Which is Better to Invest?

Header iconRLBCX vs WLVIX Comparison
Open Charts RLBCX vs WLVIXBanner chart's image
American Funds American Balanced R3
Price$33.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Westwood Capital Appreciation Inc Inst
Price$6.85
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RLBCX vs WLVIX Comparison Chart

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VS
RLBCX vs. WLVIX commentary
Apr 14, 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 Buy and WLVIX is a Buy.

FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 223B vs. WLVIX (125M). WLVIX pays higher dividends than RLBCX: WLVIX (3.15) vs RLBCX (1.98). RLBCX was incepted earlier than WLVIX: RLBCX (22 years) vs WLVIX (23 years). RLBCX (0.89) is less costly to investors than WLVIX (0.50). RLBCX is a more actively managed with annual turnover of: 171.00 vs. WLVIX (53.00). RLBCX has a lower initial minimum investment than WLVIX: RLBCX (250) vs WLVIX (100000). RLBCX annual gain was more profitable for investors over the last year : 17.13 vs. WLVIX (14.03). RLBCX return over 5 years is better than : 33.39 vs. WLVIX (24.72).
RLBCXWLVIXRLBCX / WLVIX
Total Expense Ratio0.890.40223%
Annual Report Gross Expense Ratio0.890.50178%
Fund Existence22 years23 years-
Gain YTD5.8963.210184%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets223B125M178,400%
Annual Yield % from dividends1.983.1563%
Returns for 1 year17.1314.03122%
Returns for 3 years11.963.32360%
Returns for 5 years33.3924.72135%
Returns for 10 years48.95-28.35-173%
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