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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
Sep 13, 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 Buy and WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. WBCCX (30.3M). BALCX pays higher dividends than WBCCX: BALCX (1.14) vs WBCCX (0.23). BALCX was incepted earlier than WBCCX: BALCX (26 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 : 5.86 vs. WBCCX (-7.30). BALCX return over 5 years is better than : 27.49 vs. WBCCX (-18.73).
| BALCX | WBCCX | BALCX / WBCCX | |
| Total Expense Ratio | 1.30 | 2.18 | 60% |
| Annual Report Gross Expense Ratio | 1.30 | 2.18 | 60% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 7.959 | 4.313 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 30.3M | 940,594% |
| Annual Yield % from dividends | 1.14 | 0.23 | 508% |
| Returns for 1 year | 5.86 | -7.30 | -80% |
| Returns for 3 years | 38.31 | 3.64 | 1,052% |
| Returns for 5 years | 27.49 | -18.73 | -147% |
| Returns for 10 years | 75.19 | -12.51 | -601% |
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