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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
TETON Westwood Balanced C
Price$10.66
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets33.91M
BALCX vs WBCCX Comparison Chart in %
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BALCX vs. WBCCX commentary
Jul 28, 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: 254B vs. WBCCX (33.9M). BALCX pays higher dividends than WBCCX: BALCX (1.19) 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 : 9.43 vs. WBCCX (0.16). BALCX return over 5 years is better than : 35.43 vs. WBCCX (-2.23).
| 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 | 8.597 | 4.203 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 33.9M | 749,263% |
| Annual Yield % from dividends | 1.19 | 0.50 | 236% |
| Returns for 1 year | 9.43 | 0.16 | 5,806% |
| Returns for 3 years | 32.20 | 7.12 | 452% |
| Returns for 5 years | 35.43 | -2.23 | -1,590% |
| Returns for 10 years | 58.21 | -12.44 | -468% |
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