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RLBAX vs WBBIX
RLBAX vs WBBIX Comparison
Open Charts RLBAX vs WBBIX
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
TETON Westwood Balanced I
Price$10.40
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets33.91M
RLBAX vs WBBIX Comparison Chart in %
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RLBAX vs. WBBIX commentary
Jul 27, 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: 254B vs. WBBIX (33.9M). WBBIX pays higher dividends than RLBAX: WBBIX (1.47) vs RLBAX (1.18). RLBAX was incepted earlier than WBBIX: RLBAX (23 years) vs WBBIX (18 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 : 9.42 vs. WBBIX (1.27). RLBAX return over 5 years is better than : 35.28 vs. WBBIX (2.30).
| 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 | 18 years | - |
| Gain YTD | 8.565 | 4.887 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 33.9M | 749,263% |
| Annual Yield % from dividends | 1.18 | 1.47 | 80% |
| Returns for 1 year | 9.42 | 1.27 | 744% |
| Returns for 3 years | 32.14 | 10.46 | 307% |
| Returns for 5 years | 35.28 | 2.30 | 1,532% |
| Returns for 10 years | 58.06 | -4.92 | -1,181% |
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