RLBFX
Price
$33.01
Change
-$0.00 (-0.00%)
Updated
Feb 26, 6:59 PM EST
WLVIX
Price
$6.73
Change
-$0.01 (-0.15%)
Updated
Feb 26, 6:59 PM EST
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Analysis and predictions RLBFX vs WLVIX

Header iconRLBFX vs WLVIX Comparison
Open Charts RLBFX vs WLVIXBanner chart's image
American Funds American Balanced R5
Price$33.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Westwood Total Return Inst
Price$6.73
Change-$0.01 (-0.15%)
VolumeN/A
CapitalizationN/A
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RLBFX vs WLVIX Comparison Chart

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VS
RLBFX vs. WLVIX commentary
Feb 27, 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 RLBFX is a Buy and WLVIX is a Buy.

FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 217B vs. WLVIX (119M). WLVIX pays higher dividends than RLBFX: WLVIX (3.24) vs RLBFX (2.59). RLBFX was incepted earlier than WLVIX: RLBFX (22 years) vs WLVIX (23 years). WLVIX (0.72) is less costly to investors than RLBFX (0.30). WLVIX (53.00) and RLBFX (52.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than WLVIX: RLBFX (250) vs WLVIX (100000). RLBFX annual gain was more profitable for investors over the last year : 17.11 vs. WLVIX (12.33). RLBFX return over 5 years is better than : 35.37 vs. WLVIX (24.23).
RLBFXWLVIXRLBFX / WLVIX
Total Expense Ratio0.300.6447%
Annual Report Gross Expense Ratio0.300.7242%
Fund Existence22 years23 years-
Gain YTD3.0600.598512%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets217B119M182,353%
Annual Yield % from dividends2.593.2480%
Returns for 1 year17.1112.33139%
Returns for 3 years15.043.37447%
Returns for 5 years35.3724.23146%
Returns for 10 years51.02-29.15-175%
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