Interact to see
Advertisement
Advertisement
BALCX vs WEBAX
BALCX vs WEBAX Comparison
Open Charts BALCX vs WEBAX
BALCX vs WEBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. WEBAX 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. WEBAX (30.3M). BALCX pays higher dividends than WEBAX: BALCX (1.14) vs WEBAX (0.90). BALCX was incepted earlier than WEBAX: BALCX (26 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 : 5.86 vs. WEBAX (-6.68). BALCX return over 5 years is better than : 27.49 vs. WEBAX (-15.93).
| BALCX | WEBAX | BALCX / WEBAX | |
| Total Expense Ratio | 1.30 | 1.43 | 91% |
| Annual Report Gross Expense Ratio | 1.30 | 1.43 | 91% |
| Fund Existence | 26 years | 35 years | - |
| Gain YTD | 7.959 | 4.902 | 162% |
| 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 | 0.90 | 127% |
| Returns for 1 year | 5.86 | -6.68 | -88% |
| Returns for 3 years | 38.31 | 5.87 | 652% |
| Returns for 5 years | 27.49 | -15.93 | -173% |
| Returns for 10 years | 75.19 | -6.83 | -1,101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement