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BALCX vs WEBCX
BALCX vs WEBCX Comparison
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BALCX vs WEBCX Comparison Chart in %
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BALCX vs. WEBCX commentary
Jun 24, 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 Hold and WEBCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. WEBCX (30.5M). BALCX pays higher dividends than WEBCX: BALCX (1.16) vs WEBCX (1.06). 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 : 15.81 vs. WEBCX (-2.00). BALCX return over 5 years is better than : 31.93 vs. WEBCX (-13.99).
| BALCX | WEBCX | BALCX / WEBCX | |
| Total Expense Ratio | 1.30 | 1.43 | 91% |
| Annual Report Gross Expense Ratio | 1.30 | 1.43 | 91% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 9.011 | 4.265 | 211% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 30.5M | 944,262% |
| Annual Yield % from dividends | 1.16 | 1.06 | 109% |
| Returns for 1 year | 15.81 | -2.00 | -790% |
| Returns for 3 years | 41.11 | 6.26 | 657% |
| Returns for 5 years | 31.93 | -13.99 | -228% |
| Returns for 10 years | 80.43 | -5.98 | -1,344% |
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