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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
TETON Westwood Balanced I
Price$10.59
Change-$0.10 (-0.94%)
VolumeN/A
Net Assets33.6M
BALCX vs WBBIX Comparison Chart in %
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BALCX vs. WBBIX commentary
Nov 14, 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 BALCX is a Buy and WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. WBBIX (33.6M). WBBIX pays higher dividends than BALCX: WBBIX (1.41) vs BALCX (1.10). 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). BALCX is a more actively managed with annual turnover of: 44.00 vs. WBBIX (36.00). 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 : 7.94 vs. WBBIX (-1.21). BALCX return over 5 years is better than : 35.35 vs. WBBIX (0.03).
| 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 | 14.101 | 8.248 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 33.6M | 800,595% |
| Annual Yield % from dividends | 1.10 | 1.41 | 78% |
| Returns for 1 year | 7.94 | -1.21 | -654% |
| Returns for 3 years | 39.68 | 11.78 | 337% |
| Returns for 5 years | 35.35 | 0.03 | 115,320% |
| Returns for 10 years | 66.50 | 0.33 | 20,094% |
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