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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
TETON Westwood Balanced I
Price$10.56
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.88M
BALCX vs WBBIX Comparison Chart in %
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BALCX vs. WBBIX commentary
Sep 08, 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: 259B vs. WBBIX (33.9M). WBBIX pays higher dividends than BALCX: WBBIX (1.44) vs BALCX (1.16). 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 : 9.12 vs. WBBIX (0.51). BALCX return over 5 years is better than : 35.50 vs. WBBIX (2.08).
| 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 | 10.835 | 6.500 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 33.9M | 764,012% |
| Annual Yield % from dividends | 1.16 | 1.44 | 81% |
| Returns for 1 year | 9.12 | 0.51 | 1,783% |
| Returns for 3 years | 37.20 | 12.62 | 295% |
| Returns for 5 years | 35.50 | 2.08 | 1,708% |
| Returns for 10 years | 67.85 | 0.04 | 167,791% |
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