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BALCX vs WBBIX
BALCX vs WBBIX Comparison
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BALCX vs WBBIX Comparison Chart in %
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BALCX vs. WBBIX commentary
Sep 03, 2026
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 BALCX is a Hold and WBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. WBBIX (30.9M). BALCX (1.14) and WBBIX (1.14) have matching dividends . BALCX was incepted earlier than WBBIX: BALCX (25 years) vs WBBIX (19 years). BALCX (1.30) is less costly to investors than WBBIX (1.18). WBBIX is a more actively managed with annual turnover of: 77.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than WBBIX: BALCX (250) vs WBBIX (500000). BALCX annual gain was more profitable for investors over the last year : 9.58 vs. WBBIX (-3.75). BALCX return over 5 years is better than : 26.81 vs. WBBIX (-14.42).
| BALCX | WBBIX | BALCX / WBBIX | |
| Total Expense Ratio | 1.30 | 1.18 | 110% |
| Annual Report Gross Expense Ratio | 1.30 | 1.18 | 110% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 8.714 | 6.652 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 30.9M | 915,858% |
| Annual Yield % from dividends | 1.14 | 1.14 | 100% |
| Returns for 1 year | 9.58 | -3.75 | -255% |
| Returns for 3 years | 38.37 | 7.54 | 509% |
| Returns for 5 years | 26.81 | -14.42 | -186% |
| Returns for 10 years | 73.23 | -4.80 | -1,527% |
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