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RLBFX vs WBCCX
RLBFX vs WBCCX Comparison
Open Charts RLBFX vs WBCCX
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
TETON Westwood Balanced C
Price$10.14
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets32.91M
RLBFX vs WBCCX Comparison Chart
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RLBFX vs. WBCCX commentary
May 10, 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 RLBFX is a Buy and WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. WBCCX (32.9M). RLBFX pays higher dividends than WBCCX: RLBFX (2.26) vs WBCCX (0.53). RLBFX was incepted earlier than WBCCX: RLBFX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). RLBFX has a lower initial minimum investment than WBCCX: RLBFX (250) vs WBCCX (1000). RLBFX annual gain was more profitable for investors over the last year : 4.53 vs. WBCCX (-3.19). RLBFX return over 5 years is better than : 38.35 vs. WBCCX (-3.02).
| RLBFX | WBCCX | RLBFX / WBCCX | |
| Total Expense Ratio | 0.29 | 2.14 | 14% |
| Annual Report Gross Expense Ratio | 0.29 | 2.14 | 14% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.441 | -1.075 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 32.9M | 711,246% |
| Annual Yield % from dividends | 2.26 | 0.53 | 427% |
| Returns for 1 year | 4.53 | -3.19 | -142% |
| Returns for 3 years | 22.43 | 0.50 | 4,470% |
| Returns for 5 years | 38.35 | -3.02 | -1,268% |
| Returns for 10 years | 53.51 | -17.27 | -310% |
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