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RLBAX vs WBBIX
RLBAX vs WBBIX Comparison
Open Charts RLBAX vs WBBIX
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced I
Price$10.08
Change-$0.08 (-0.79%)
VolumeN/A
Net Assets33.66M
RLBAX vs WBBIX Comparison Chart
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RLBAX vs. WBBIX commentary
Jun 15, 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 RLBAX is a Buy and WBBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 247B vs. WBBIX (33.7M). WBBIX pays higher dividends than RLBAX: WBBIX (1.49) vs RLBAX (1.23). RLBAX was incepted earlier than WBBIX: RLBAX (23 years) vs WBBIX (17 years). RLBAX (1.31) is less costly to investors than WBBIX (1.14). RLBAX is a more actively managed with annual turnover of: 44.00 vs. WBBIX (36.00). RLBAX has a lower initial minimum investment than WBBIX: RLBAX (250) vs WBBIX (500000). RLBAX annual gain was more profitable for investors over the last year : 4.45 vs. WBBIX (-1.12). RLBAX return over 5 years is better than : 34.05 vs. WBBIX (0.92).
| RLBAX | WBBIX | RLBAX / WBBIX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.085 | 1.256 | 325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 33.7M | 732,938% |
| Annual Yield % from dividends | 1.23 | 1.49 | 83% |
| Returns for 1 year | 4.45 | -1.12 | -398% |
| Returns for 3 years | 30.02 | 10.76 | 279% |
| Returns for 5 years | 34.05 | 0.92 | 3,703% |
| Returns for 10 years | 51.23 | -9.39 | -546% |
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