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BALCX vs WEBAX
BALCX vs WEBAX Comparison
Open Charts BALCX vs WEBAX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced AAA
Price$10.09
Change-$0.09 (-0.88%)
VolumeN/A
Net Assets33.66M
BALCX vs WEBAX Comparison Chart
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BALCX vs. WEBAX 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 247B vs. WEBAX (33.7M). BALCX (1.24) and WEBAX (1.24) have matching dividends . BALCX was incepted earlier than WEBAX: BALCX (24 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 : 4.49 vs. WEBAX (-1.46). BALCX return over 5 years is better than : 34.15 vs. WEBAX (-0.35).
| BALCX | WEBAX | BALCX / WEBAX | |
| Total Expense Ratio | 1.31 | 1.39 | 94% |
| Annual Report Gross Expense Ratio | 1.31 | 1.39 | 94% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 4.121 | 1.091 | 378% |
| 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 | 1.24 | 100% |
| Returns for 1 year | 4.49 | -1.46 | -307% |
| Returns for 3 years | 30.13 | 9.80 | 308% |
| Returns for 5 years | 34.15 | -0.35 | -9,892% |
| Returns for 10 years | 51.38 | -11.48 | -448% |
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