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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
Sep 05, 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 WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. WFATX (1.21B). WFATX (1.17) and BALCX (1.14) 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 : 9.56 vs. WFATX (0.76). BALCX return over 5 years is better than : 27.55 vs. WFATX (-6.04).
| 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 | 9.254 | 7.315 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.21B | 23,408% |
| Annual Yield % from dividends | 1.14 | 1.17 | 98% |
| Returns for 1 year | 9.56 | 0.76 | 1,252% |
| Returns for 3 years | 39.79 | 10.16 | 392% |
| Returns for 5 years | 27.55 | -6.04 | -456% |
| Returns for 10 years | 73.67 | N/A | - |
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