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BALCX vs WFALX
BALCX vs WFALX Comparison
Open Charts BALCX vs WFALX
BALCX vs WFALX Comparison Chart in %
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BALCX vs. WFALX commentary
Aug 23, 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 WFALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. WFALX (1.21B). BALCX pays higher dividends than WFALX: BALCX (1.16) vs WFALX (0.49). BALCX was incepted earlier than WFALX: BALCX (25 years) vs WFALX (28 years). WFALX (1.82) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. WFALX (19.00). BALCX has a lower initial minimum investment than WFALX: BALCX (250) vs WFALX (1000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. WFALX (-9.44). BALCX return over 5 years is better than : 29.99 vs. WFALX (-28.03).
| BALCX | WFALX | BALCX / WFALX | |
| Total Expense Ratio | 1.30 | 1.81 | 72% |
| Annual Report Gross Expense Ratio | 1.30 | 1.82 | 71% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 9.604 | 6.764 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.21B | 23,447% |
| Annual Yield % from dividends | 1.16 | 0.49 | 234% |
| Returns for 1 year | 11.76 | -9.44 | -125% |
| Returns for 3 years | 41.83 | -13.97 | -299% |
| Returns for 5 years | 29.99 | -28.03 | -107% |
| Returns for 10 years | 74.16 | 8.55 | 868% |
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