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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
TETON Westwood Balanced C
Price$9.84
Change-$1.07 (-9.81%)
VolumeN/A
Net Assets32.16M
BALCX vs WBCCX Comparison Chart in %
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BALCX vs. WBCCX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. WBCCX (32.2M). BALCX pays higher dividends than WBCCX: BALCX (1.25) vs WBCCX (0.54). 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 : 10.51 vs. WBCCX (-6.14). BALCX return over 5 years is better than : 31.49 vs. WBCCX (-13.59).
| 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 | 2.396 | 1.863 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.2M | 838,509% |
| Annual Yield % from dividends | 1.25 | 0.54 | 232% |
| Returns for 1 year | 10.51 | -6.14 | -171% |
| Returns for 3 years | 33.72 | 1.46 | 2,317% |
| Returns for 5 years | 31.49 | -13.59 | -232% |
| Returns for 10 years | 79.52 | -8.30 | -958% |
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