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RLBAX vs WBBIX
RLBAX vs WBBIX Comparison
Open Charts RLBAX vs WBBIX
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
TETON Westwood Balanced I
Price$10.47
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.72M
RLBAX vs WBBIX Comparison Chart in %
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RLBAX vs. WBBIX commentary
Aug 18, 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: 256B vs. WBBIX (33.7M). WBBIX pays higher dividends than RLBAX: WBBIX (1.46) vs RLBAX (1.17). 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 : 7.15 vs. WBBIX (0.12). RLBAX return over 5 years is better than : 33.77 vs. WBBIX (1.02).
| 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 | 9.243 | 5.593 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 33.7M | 759,644% |
| Annual Yield % from dividends | 1.17 | 1.46 | 80% |
| Returns for 1 year | 7.15 | 0.12 | 5,754% |
| Returns for 3 years | 27.06 | 4.43 | 611% |
| Returns for 5 years | 33.77 | 1.02 | 3,295% |
| Returns for 10 years | 59.12 | -4.43 | -1,334% |
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