Interact to see
Advertisement
Advertisement
BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
TETON Westwood Balanced C
Price$10.73
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.72M
BALCX vs WBCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. WBCCX commentary
Aug 18, 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: 256B vs. WBCCX (33.7M). BALCX pays higher dividends than WBCCX: BALCX (1.18) vs WBCCX (0.50). BALCX was incepted earlier than WBCCX: BALCX (24 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 : 7.16 vs. WBCCX (-0.94). BALCX return over 5 years is better than : 33.87 vs. WBCCX (-3.41).
| BALCX | WBCCX | BALCX / WBCCX | |
| Total Expense Ratio | 1.31 | 2.14 | 61% |
| Annual Report Gross Expense Ratio | 1.31 | 2.14 | 61% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.274 | 4.887 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 33.7M | 759,644% |
| Annual Yield % from dividends | 1.18 | 0.50 | 236% |
| Returns for 1 year | 7.16 | -0.94 | -762% |
| Returns for 3 years | 27.12 | 1.32 | 2,061% |
| Returns for 5 years | 33.87 | -3.41 | -992% |
| Returns for 10 years | 59.19 | -11.94 | -496% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement