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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
TETON Westwood Balanced I
Price$10.40
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets33.91M
BALCX vs WBBIX Comparison Chart in %
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BALCX vs. WBBIX commentary
Jul 27, 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: 254B vs. WBBIX (33.9M). WBBIX pays higher dividends than BALCX: WBBIX (1.47) vs BALCX (1.19). BALCX was incepted earlier than WBBIX: BALCX (24 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 : 9.43 vs. WBBIX (1.27). BALCX return over 5 years is better than : 35.43 vs. WBBIX (2.30).
| BALCX | WBBIX | BALCX / WBBIX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 8.597 | 4.887 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 33.9M | 749,263% |
| Annual Yield % from dividends | 1.19 | 1.47 | 81% |
| Returns for 1 year | 9.43 | 1.27 | 744% |
| Returns for 3 years | 32.20 | 10.46 | 308% |
| Returns for 5 years | 35.43 | 2.30 | 1,539% |
| Returns for 10 years | 58.21 | -4.92 | -1,184% |