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RLEFX vs WBCCX
RLEFX vs WBCCX Comparison
Open Charts RLEFX vs WBCCX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
TETON Westwood Balanced C
Price$11.07
Change-$0.06 (-0.54%)
VolumeN/A
CapitalizationN/A
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RLEFX vs WBCCX Comparison Chart
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RLEFX vs. WBCCX commentary
Sep 21, 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 RLEFX is a StrongBuy and WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. WBCCX (38.7M). RLEFX pays higher dividends than WBCCX: RLEFX (2.42) vs WBCCX (0.50). RLEFX was incepted earlier than WBCCX: RLEFX (9 years) vs WBCCX (23 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. WBCCX (39.00). RLEFX has a lower initial minimum investment than WBCCX: RLEFX (250) vs WBCCX (1000). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. WBCCX (14.79). RLEFX return over 5 years is better than : 40.23 vs. WBCCX (-6.50).
| RLEFX | WBCCX | RLEFX / WBCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.180 | 10.430 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 38.7M | 609,819% |
| Annual Yield % from dividends | 2.42 | 0.50 | 484% |
| Returns for 1 year | 24.64 | 14.79 | 167% |
| Returns for 3 years | 15.33 | -10.14 | -151% |
| Returns for 5 years | 40.23 | -6.50 | -619% |
| Returns for 10 years | N/A | -13.99 | - |
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