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RLBAX vs WBCCX
RLBAX vs WBCCX Comparison
Open Charts RLBAX vs WBCCX
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
TETON Westwood Balanced C
Price$10.66
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets33.91M
RLBAX vs WBCCX Comparison Chart in %
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RLBAX vs. WBCCX commentary
Jul 28, 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: 254B vs. WBCCX (33.9M). RLBAX pays higher dividends than WBCCX: RLBAX (1.18) 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 : 9.42 vs. WBCCX (0.16). RLBAX return over 5 years is better than : 35.28 vs. WBCCX (-2.23).
| 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 | 8.565 | 4.203 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 33.9M | 749,263% |
| Annual Yield % from dividends | 1.18 | 0.50 | 234% |
| Returns for 1 year | 9.42 | 0.16 | 5,804% |
| Returns for 3 years | 32.14 | 7.12 | 451% |
| Returns for 5 years | 35.28 | -2.23 | -1,583% |
| Returns for 10 years | 58.06 | -12.44 | -467% |
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