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BALCX vs WBBIX
BALCX vs WBBIX Comparison
Open Charts BALCX vs WBBIX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced I
Price$10.08
Change-$0.08 (-0.79%)
VolumeN/A
Net Assets33.66M
BALCX vs WBBIX Comparison Chart
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BALCX vs. WBBIX commentary
Jun 15, 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: 247B vs. WBBIX (33.7M). WBBIX pays higher dividends than BALCX: WBBIX (1.49) vs BALCX (1.24). BALCX was incepted earlier than WBBIX: BALCX (24 years) vs WBBIX (17 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 : 4.49 vs. WBBIX (-1.12). BALCX return over 5 years is better than : 34.15 vs. WBBIX (0.92).
| 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 | 17 years | - |
| Gain YTD | 4.121 | 1.256 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 33.7M | 732,938% |
| Annual Yield % from dividends | 1.24 | 1.49 | 83% |
| Returns for 1 year | 4.49 | -1.12 | -401% |
| Returns for 3 years | 30.13 | 10.76 | 280% |
| Returns for 5 years | 34.15 | 0.92 | 3,715% |
| Returns for 10 years | 51.38 | -9.39 | -547% |
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