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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
TETON Westwood Balanced C
Price$10.86
Change-$0.10 (-0.91%)
VolumeN/A
Net Assets33.6M
BALCX vs WBCCX Comparison Chart in %
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BALCX vs. WBCCX 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. WBCCX (33.6M). BALCX pays higher dividends than WBCCX: BALCX (1.10) vs WBCCX (0.48). BALCX was incepted earlier than WBCCX: BALCX (25 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). BALCX has a lower initial minimum investment than WBCCX: BALCX (250) vs WBCCX (1000). BALCX annual gain was more profitable for investors over the last year : 7.94 vs. WBCCX (-2.23). BALCX return over 5 years is better than : 35.35 vs. WBCCX (-4.33).
| BALCX | WBCCX | BALCX / WBCCX | |
| Total Expense Ratio | 1.31 | 2.14 | 61% |
| Annual Report Gross Expense Ratio | 1.31 | 2.14 | 61% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 14.101 | 7.287 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 33.6M | 800,595% |
| Annual Yield % from dividends | 1.10 | 0.48 | 231% |
| Returns for 1 year | 7.94 | -2.23 | -355% |
| Returns for 3 years | 39.68 | 8.50 | 467% |
| Returns for 5 years | 35.35 | -4.33 | -816% |
| Returns for 10 years | 66.50 | -7.79 | -854% |
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