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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
TETON Westwood Balanced I
Price$9.59
Change-$1.04 (-9.78%)
VolumeN/A
Net Assets32.16M
BALCX vs WBBIX Comparison Chart in %
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BALCX vs. WBBIX commentary
Feb 04, 2026
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 BALCX is a Hold and WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. WBBIX (32.2M). WBBIX pays higher dividends than BALCX: WBBIX (1.57) vs BALCX (1.25). BALCX was incepted earlier than WBBIX: BALCX (25 years) vs WBBIX (18 years). BALCX (1.31) is less costly to investors than WBBIX (1.14). WBBIX is a more actively managed with annual turnover of: 77.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than WBBIX: BALCX (250) vs WBBIX (500000). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. WBBIX (-5.44). BALCX return over 5 years is better than : 31.49 vs. WBBIX (-9.80).
| BALCX | WBBIX | BALCX / WBBIX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 2.396 | 2.021 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.2M | 838,509% |
| Annual Yield % from dividends | 1.25 | 1.57 | 79% |
| Returns for 1 year | 10.51 | -5.44 | -193% |
| Returns for 3 years | 33.72 | 4.27 | 790% |
| Returns for 5 years | 31.49 | -9.80 | -321% |
| Returns for 10 years | 79.52 | -0.12 | -65,508% |
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