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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
TETON Westwood Balanced C
Price$9.81
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets31.99M
BALCX vs WBCCX Comparison Chart in %
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BALCX vs. WBCCX commentary
Jan 15, 2026
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 Hold and WBCCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. WBCCX (32M). BALCX pays higher dividends than WBCCX: BALCX (1.28) vs WBCCX (0.55). 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). WBCCX is a more actively managed with annual turnover of: 77.00 vs. BALCX (44.00). 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 : 13.38 vs. WBCCX (-3.78). BALCX return over 5 years is better than : 32.47 vs. WBCCX (-13.33).
| 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 | 2.315 | 1.553 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32M | 843,750% |
| Annual Yield % from dividends | 1.28 | 0.55 | 234% |
| Returns for 1 year | 13.38 | -3.78 | -354% |
| Returns for 3 years | 34.71 | 1.87 | 1,857% |
| Returns for 5 years | 32.47 | -13.33 | -244% |
| Returns for 10 years | 80.41 | -8.00 | -1,005% |
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