Interact to see
Advertisement
Advertisement
BALCX vs WFAIX
BALCX vs WFAIX Comparison
Open Charts BALCX vs WFAIX
BALCX vs WFAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. WFAIX 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 WFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. WFAIX (1.22B). BALCX pays higher dividends than WFAIX: BALCX (1.14) 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 : 11.18 vs. WFAIX (2.73). BALCX return over 5 years is better than : 29.01 vs. WFAIX (-4.54).
| 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 | 8.148 | 6.743 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.22B | 23,626% |
| Annual Yield % from dividends | 1.14 | 0.97 | 118% |
| Returns for 1 year | 11.18 | 2.73 | 410% |
| Returns for 3 years | 36.57 | 8.80 | 415% |
| Returns for 5 years | 29.01 | -4.54 | -638% |
| Returns for 10 years | 72.74 | 47.25 | 154% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement