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BALCX vs WEBAX
BALCX vs WEBAX Comparison
Open Charts BALCX vs WEBAX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
TETON Westwood Balanced AAA
Price$10.59
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets33.81M
BALCX vs WEBAX Comparison Chart in %
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BALCX vs. WEBAX commentary
Sep 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 Hold and WEBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. WEBAX (33.8M). WEBAX (1.20) and BALCX (1.16) have matching dividends . BALCX was incepted earlier than WEBAX: BALCX (25 years) vs WEBAX (34 years). WEBAX (1.39) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). BALCX has a lower initial minimum investment than WEBAX: BALCX (250) vs WEBAX (1000). BALCX annual gain was more profitable for investors over the last year : 7.28 vs. WEBAX (-0.85). BALCX return over 5 years is better than : 40.11 vs. WEBAX (3.40).
| BALCX | WEBAX | BALCX / WEBAX | |
| Total Expense Ratio | 1.31 | 1.39 | 94% |
| Annual Report Gross Expense Ratio | 1.31 | 1.39 | 94% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 12.568 | 6.818 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 33.8M | 775,148% |
| Annual Yield % from dividends | 1.16 | 1.20 | 97% |
| Returns for 1 year | 7.28 | -0.85 | -855% |
| Returns for 3 years | 48.24 | 19.39 | 249% |
| Returns for 5 years | 40.11 | 3.40 | 1,179% |
| Returns for 10 years | 74.67 | 0.63 | 11,817% |
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