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RLBAX vs WEBAX
RLBAX vs WEBAX Comparison
Open Charts RLBAX vs WEBAX
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
TETON Westwood Balanced AAA
Price$10.09
Change-$0.09 (-0.88%)
VolumeN/A
Net Assets33.66M
RLBAX vs WEBAX Comparison Chart
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RLBAX vs. WEBAX 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 247B vs. WEBAX (33.7M). WEBAX (1.24) and RLBAX (1.23) have matching dividends . RLBAX was incepted earlier than WEBAX: RLBAX (23 years) vs WEBAX (34 years). WEBAX (1.39) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. WEBAX (36.00). RLBAX has a lower initial minimum investment than WEBAX: RLBAX (250) vs WEBAX (1000). RLBAX annual gain was more profitable for investors over the last year : 4.45 vs. WEBAX (-1.46). RLBAX return over 5 years is better than : 34.05 vs. WEBAX (-0.35).
| RLBAX | WEBAX | RLBAX / WEBAX | |
| Total Expense Ratio | 1.31 | 1.39 | 94% |
| Annual Report Gross Expense Ratio | 1.31 | 1.39 | 94% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 4.085 | 1.091 | 375% |
| 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 | 1.24 | 99% |
| Returns for 1 year | 4.45 | -1.46 | -304% |
| Returns for 3 years | 30.02 | 9.80 | 306% |
| Returns for 5 years | 34.05 | -0.35 | -9,860% |
| Returns for 10 years | 51.23 | -11.48 | -446% |
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