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BALCX vs WFAIX
BALCX vs WFAIX Comparison
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BALCX vs WFAIX Comparison Chart in %
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BALCX vs. WFAIX commentary
Sep 17, 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 WFAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. WFAIX (1.18B). BALCX pays higher dividends than WFAIX: BALCX (1.14) vs WFAIX (0.96). BALCX was incepted earlier than WFAIX: BALCX (26 years) vs WFAIX (27 years). BALCX (1.30) is less costly to investors than WFAIX (1.01). BALCX is a more actively managed with annual turnover of: 50.00 vs. WFAIX (19.00). BALCX has a lower initial minimum investment than WFAIX: BALCX (250) vs WFAIX (1000000). BALCX annual gain was more profitable for investors over the last year : 4.44 vs. WFAIX (-2.47). BALCX return over 5 years is better than : 26.36 vs. WFAIX (-5.97).
| BALCX | WFAIX | BALCX / WFAIX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.30 | 1.01 | 129% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 6.699 | 6.163 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.18B | 24,071% |
| Annual Yield % from dividends | 1.14 | 0.96 | 120% |
| Returns for 1 year | 4.44 | -2.47 | -179% |
| Returns for 3 years | 36.92 | 9.92 | 372% |
| Returns for 5 years | 26.36 | -5.97 | -441% |
| Returns for 10 years | 72.95 | 47.19 | 155% |
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