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BALCX vs WBCCX
BALCX vs WBCCX Comparison
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BALCX vs WBCCX Comparison Chart in %
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BALCX vs. WBCCX commentary
Jun 04, 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 WBCCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. WBCCX (31M). BALCX pays higher dividends than WBCCX: BALCX (1.16) vs WBCCX (0.32). BALCX was incepted earlier than WBCCX: BALCX (25 years) vs WBCCX (25 years). WBCCX (2.18) is less costly to investors than BALCX (1.30). WBCCX is a more actively managed with annual turnover of: 77.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than WBCCX: BALCX (250) vs WBCCX (1000). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. WBCCX (-1.32). BALCX return over 5 years is better than : 31.27 vs. WBCCX (-16.58).
| BALCX | WBCCX | BALCX / WBCCX | |
| Total Expense Ratio | 1.30 | 2.18 | 60% |
| Annual Report Gross Expense Ratio | 1.30 | 2.18 | 60% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 9.372 | 4.313 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 31M | 900,000% |
| Annual Yield % from dividends | 1.16 | 0.32 | 366% |
| Returns for 1 year | 16.84 | -1.32 | -1,276% |
| Returns for 3 years | 42.32 | 5.32 | 796% |
| Returns for 5 years | 31.27 | -16.58 | -189% |
| Returns for 10 years | 77.17 | -12.04 | -641% |
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