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BALCX vs WFATX
BALCX vs WFATX Comparison
Open Charts BALCX vs WFATX
BALCX vs WFATX Comparison Chart in %
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BALCX vs. WFATX commentary
Aug 16, 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 WFATX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. WFATX (1.23B). WFATX (1.19) and BALCX (1.16) have matching dividends . BALCX was incepted earlier than WFATX: BALCX (25 years) vs WFATX (10 years). BALCX (1.30) is less costly to investors than WFATX (0.76). BALCX is a more actively managed with annual turnover of: 50.00 vs. WFATX (19.00). BALCX has a lower initial minimum investment than WFATX: BALCX (250) vs WFATX (1000000). BALCX annual gain was more profitable for investors over the last year : 10.95 vs. WFATX (2.18). BALCX return over 5 years is better than : 29.47 vs. WFATX (-3.68).
| BALCX | WFATX | BALCX / WFATX | |
| Total Expense Ratio | 1.30 | 0.75 | 173% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 9.901 | 8.850 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.23B | 23,083% |
| Annual Yield % from dividends | 1.16 | 1.19 | 97% |
| Returns for 1 year | 10.95 | 2.18 | 502% |
| Returns for 3 years | 41.04 | 13.18 | 311% |
| Returns for 5 years | 29.47 | -3.68 | -800% |
| Returns for 10 years | 75.12 | N/A | - |
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