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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
TETON Westwood Balanced C
Price$10.86
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets33.51M
BALCX vs WBCCX Comparison Chart in %
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BALCX vs. WBCCX commentary
Oct 19, 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: 266B vs. WBCCX (33.5M). BALCX pays higher dividends than WBCCX: BALCX (1.12) 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 : 7.88 vs. WBCCX (-2.52). BALCX return over 5 years is better than : 37.80 vs. WBCCX (-2.96).
| 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 | 13.983 | 6.308 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 33.5M | 794,030% |
| Annual Yield % from dividends | 1.12 | 0.48 | 233% |
| Returns for 1 year | 7.88 | -2.52 | -313% |
| Returns for 3 years | 47.51 | 14.88 | 319% |
| Returns for 5 years | 37.80 | -2.96 | -1,275% |
| Returns for 10 years | 67.75 | -8.93 | -759% |
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