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RLBCX vs WBCCX
RLBCX vs WBCCX Comparison
Open Charts RLBCX vs WBCCX
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
TETON Westwood Balanced C
Price$10.62
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets34.11M
RLBCX vs WBCCX Comparison Chart in %
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RLBCX vs. WBCCX commentary
Jul 07, 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 RLBCX is a Buy and WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. WBCCX (34.1M). RLBCX pays higher dividends than WBCCX: RLBCX (1.57) vs WBCCX (0.50). RLBCX was incepted earlier than WBCCX: RLBCX (23 years) vs WBCCX (24 years). WBCCX (2.14) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. WBCCX (36.00). RLBCX has a lower initial minimum investment than WBCCX: RLBCX (250) vs WBCCX (1000). RLBCX annual gain was more profitable for investors over the last year : 7.52 vs. WBCCX (-0.21). RLBCX return over 5 years is better than : 39.59 vs. WBCCX (-0.17).
| RLBCX | WBCCX | RLBCX / WBCCX | |
| Total Expense Ratio | 0.89 | 2.14 | 42% |
| Annual Report Gross Expense Ratio | 0.89 | 2.14 | 42% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 7.917 | 3.812 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 34.1M | 739,003% |
| Annual Yield % from dividends | 1.57 | 0.50 | 311% |
| Returns for 1 year | 7.52 | -0.21 | -3,524% |
| Returns for 3 years | 34.01 | 8.22 | 414% |
| Returns for 5 years | 39.59 | -0.17 | -23,693% |
| Returns for 10 years | 62.14 | -13.05 | -476% |
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