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BALCX vs WEBAX
BALCX vs WEBAX Comparison
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BALCX vs WEBAX Comparison Chart in %
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BALCX vs. WEBAX commentary
Aug 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 Buy and WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. WEBAX (30.8M). BALCX pays higher dividends than WEBAX: BALCX (1.16) vs WEBAX (0.91). BALCX was incepted earlier than WEBAX: BALCX (25 years) vs WEBAX (35 years). WEBAX (1.43) is less costly to investors than BALCX (1.30). WEBAX is a more actively managed with annual turnover of: 77.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than WEBAX: BALCX (250) vs WEBAX (1000). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. WEBAX (-4.14). BALCX return over 5 years is better than : 28.31 vs. WEBAX (-15.33).
| BALCX | WEBAX | BALCX / WEBAX | |
| Total Expense Ratio | 1.30 | 1.43 | 91% |
| Annual Report Gross Expense Ratio | 1.30 | 1.43 | 91% |
| Fund Existence | 25 years | 35 years | - |
| Gain YTD | 7.959 | 5.222 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 30.8M | 935,065% |
| Annual Yield % from dividends | 1.16 | 0.91 | 127% |
| Returns for 1 year | 10.48 | -4.14 | -253% |
| Returns for 3 years | 35.58 | 3.83 | 930% |
| Returns for 5 years | 28.31 | -15.33 | -185% |
| Returns for 10 years | 73.63 | -7.66 | -962% |
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