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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
Jul 14, 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 (30.9M). BALCX pays higher dividends than WEBAX: BALCX (1.14) vs WEBAX (0.92). 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 : 11.18 vs. WEBAX (-2.93). BALCX return over 5 years is better than : 29.01 vs. WEBAX (-14.62).
| 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 | 8.148 | 5.328 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 30.9M | 932,039% |
| Annual Yield % from dividends | 1.14 | 0.92 | 124% |
| Returns for 1 year | 11.18 | -2.93 | -382% |
| Returns for 3 years | 36.57 | 5.00 | 732% |
| Returns for 5 years | 29.01 | -14.62 | -198% |
| Returns for 10 years | 72.74 | -8.11 | -897% |
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