WEBAX vs. AAAAX
Compare and contrast key facts about TETON Westwood Balanced Fund (WEBAX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
WEBAX is managed by Teton Westwood. It was launched on Sep 30, 1991. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
WEBAX vs. AAAAX - Performance Comparison
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WEBAX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEBAX TETON Westwood Balanced Fund | -1.49% | 7.91% | 9.63% | 9.71% | -12.42% | 14.66% | 4.60% | 18.75% | -3.66% | 14.15% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, WEBAX achieves a -1.49% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, WEBAX has underperformed AAAAX with an annualized return of 6.28%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
WEBAX
- 1D
- 1.53%
- 1M
- -4.13%
- YTD
- -1.49%
- 6M
- -0.76%
- 1Y
- 6.10%
- 3Y*
- 7.77%
- 5Y*
- 4.45%
- 10Y*
- 6.28%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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WEBAX vs. AAAAX - Expense Ratio Comparison
WEBAX has a 1.41% expense ratio, which is higher than AAAAX's 1.22% expense ratio.
Return for Risk
WEBAX vs. AAAAX — Risk / Return Rank
WEBAX
AAAAX
WEBAX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Balanced Fund (WEBAX) and DWS RREEF Real Assets Fund - Class A (AAAAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WEBAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.57 | -0.91 |
Sortino ratioReturn per unit of downside risk | 1.00 | 2.11 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.32 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.91 | -1.04 |
Martin ratioReturn relative to average drawdown | 3.52 | 10.22 | -6.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WEBAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.57 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.56 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.59 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.38 | +0.35 |
Correlation
The correlation between WEBAX and AAAAX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WEBAX vs. AAAAX - Dividend Comparison
WEBAX's dividend yield for the trailing twelve months is around 14.37%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEBAX TETON Westwood Balanced Fund | 14.37% | 14.68% | 7.48% | 3.69% | 7.37% | 13.13% | 5.13% | 7.79% | 13.20% | 7.23% | 6.40% | 8.36% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
WEBAX vs. AAAAX - Drawdown Comparison
The maximum WEBAX drawdown since its inception was -34.24%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for WEBAX and AAAAX.
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Drawdown Indicators
| WEBAX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.24% | -40.47% | +6.23% |
Max Drawdown (1Y)Largest decline over 1 year | -6.88% | -9.55% | +2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -22.62% | +3.42% |
Max Drawdown (10Y)Largest decline over 10 years | -23.43% | -29.41% | +5.98% |
Current DrawdownCurrent decline from peak | -4.43% | -3.53% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -6.89% | +3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 1.79% | -0.09% |
Volatility
WEBAX vs. AAAAX - Volatility Comparison
TETON Westwood Balanced Fund (WEBAX) has a higher volatility of 3.52% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that WEBAX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEBAX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 3.27% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 5.66% | 7.26% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.60% | 11.62% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.26% | 12.19% | -1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.69% | 12.66% | -1.97% |