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RLBAX vs WBCCX
RLBAX vs WBCCX Comparison
Open Charts RLBAX vs WBCCX
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced C
Price$10.32
Change-$0.09 (-0.86%)
VolumeN/A
Net Assets33.66M
RLBAX vs WBCCX Comparison Chart
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RLBAX vs. WBCCX commentary
Jun 14, 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: 247B vs. WBCCX (33.7M). RLBAX pays higher dividends than WBCCX: RLBAX (1.23) vs WBCCX (0.52). 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 : 4.45 vs. WBCCX (-2.11). RLBAX return over 5 years is better than : 34.05 vs. WBCCX (-3.56).
| 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 | 4.085 | 0.780 | 524% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 33.7M | 732,938% |
| Annual Yield % from dividends | 1.23 | 0.52 | 236% |
| Returns for 1 year | 4.45 | -2.11 | -210% |
| Returns for 3 years | 30.02 | 7.53 | 399% |
| Returns for 5 years | 34.05 | -3.56 | -955% |
| Returns for 10 years | 51.23 | -16.25 | -315% |
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