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RLBAX vs WBCCX
RLBAX vs WBCCX Comparison
Open Charts RLBAX vs WBCCX
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
TETON Westwood Balanced C
Price$10.73
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets33.72M
RLBAX vs WBCCX Comparison Chart in %
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RLBAX vs. WBCCX 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 WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. WBCCX (33.7M). RLBAX pays higher dividends than WBCCX: RLBAX (1.17) vs WBCCX (0.50). RLBAX was incepted earlier than WBCCX: RLBAX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). RLBAX has a lower initial minimum investment than WBCCX: RLBAX (250) vs WBCCX (1000). RLBAX annual gain was more profitable for investors over the last year : 7.15 vs. WBCCX (-0.94). RLBAX return over 5 years is better than : 33.77 vs. WBCCX (-3.41).
| RLBAX | WBCCX | RLBAX / WBCCX | |
| Total Expense Ratio | 1.31 | 2.14 | 61% |
| Annual Report Gross Expense Ratio | 1.31 | 2.14 | 61% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 9.243 | 4.887 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 33.7M | 759,644% |
| Annual Yield % from dividends | 1.17 | 0.50 | 234% |
| Returns for 1 year | 7.15 | -0.94 | -762% |
| Returns for 3 years | 27.06 | 1.32 | 2,056% |
| Returns for 5 years | 33.77 | -3.41 | -989% |
| Returns for 10 years | 59.12 | -11.94 | -495% |
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