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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. WBBIX (30.5M). WBBIX pays higher dividends than BALCX: WBBIX (1.31) vs BALCX (1.16). BALCX was incepted earlier than WBBIX: BALCX (25 years) vs WBBIX (18 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 : 15.81 vs. WBBIX (-1.68). BALCX return over 5 years is better than : 31.93 vs. WBBIX (-13.08).
| 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 | 18 years | - |
| Gain YTD | 9.011 | 4.383 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 30.5M | 944,262% |
| Annual Yield % from dividends | 1.16 | 1.31 | 89% |
| Returns for 1 year | 15.81 | -1.68 | -943% |
| Returns for 3 years | 41.11 | 7.03 | 585% |
| Returns for 5 years | 31.93 | -13.08 | -244% |
| Returns for 10 years | 80.43 | -2.95 | -2,725% |
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