BALCX
Price
$40.10
Change
-$0.32 (-0.79%)
Updated
Jul 13 closing price
Net Assets
288.09B
WEBCX
Price
$9.94
Change
-$0.03 (-0.30%)
Updated
Jul 13 closing price
Net Assets
30.93M
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BALCX vs WEBCX

BALCX vs WEBCX Comparison Chart in %
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BALCX vs. WEBCX 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 WEBCX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. WEBCX (30.9M). BALCX pays higher dividends than WEBCX: BALCX (1.14) vs WEBCX (0.91). BALCX was incepted earlier than WEBCX: BALCX (25 years) vs WEBCX (33 years). WEBCX (1.43) is less costly to investors than BALCX (1.30). WEBCX is a more actively managed with annual turnover of: 77.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than WEBCX: BALCX (250) vs WEBCX (1000). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. WEBCX (-2.99). BALCX return over 5 years is better than : 29.01 vs. WEBCX (-14.53).
BALCXWEBCXBALCX / WEBCX
Total Expense Ratio1.301.4391%
Annual Report Gross Expense Ratio1.301.4391%
Fund Existence25 years33 years-
Gain YTD8.1485.279154%
Front LoadN/A4%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B30.9M932,039%
Annual Yield % from dividends1.140.91125%
Returns for 1 year11.18-2.99-374%
Returns for 3 years36.575.05724%
Returns for 5 years29.01-14.53-200%
Returns for 10 years72.74-8.80-827%
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