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BALCX vs WBCCX
BALCX vs WBCCX Comparison
Open Charts BALCX vs WBCCX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced C
Price$10.32
Change-$0.09 (-0.86%)
VolumeN/A
Net Assets33.66M
BALCX vs WBCCX Comparison Chart
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BALCX vs. WBCCX commentary
Jun 14, 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: 247B vs. WBCCX (33.7M). BALCX pays higher dividends than WBCCX: BALCX (1.24) vs WBCCX (0.52). 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 : 4.49 vs. WBCCX (-2.11). BALCX return over 5 years is better than : 34.15 vs. WBCCX (-3.56).
| 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 | 4.121 | 0.780 | 528% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 33.7M | 732,938% |
| Annual Yield % from dividends | 1.24 | 0.52 | 238% |
| Returns for 1 year | 4.49 | -2.11 | -212% |
| Returns for 3 years | 30.13 | 7.53 | 400% |
| Returns for 5 years | 34.15 | -3.56 | -958% |
| Returns for 10 years | 51.38 | -16.25 | -316% |
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