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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
Aug 03, 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 WFAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. WFAIX (1.2B). BALCX pays higher dividends than WFAIX: BALCX (1.16) vs WFAIX (0.97). BALCX was incepted earlier than WFAIX: BALCX (25 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 : 10.48 vs. WFAIX (0.60). BALCX return over 5 years is better than : 28.31 vs. WFAIX (-6.07).
| BALCX | WFAIX | BALCX / WFAIX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.30 | 1.01 | 129% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 7.959 | 5.584 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.2B | 24,060% |
| Annual Yield % from dividends | 1.16 | 0.97 | 119% |
| Returns for 1 year | 10.48 | 0.60 | 1,732% |
| Returns for 3 years | 35.58 | 7.01 | 508% |
| Returns for 5 years | 28.31 | -6.07 | -467% |
| Returns for 10 years | 73.63 | 45.84 | 161% |
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