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BALCX vs WMBLX
BALCX vs WMBLX Comparison
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BALCX vs WMBLX Comparison Chart in %
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BALCX vs. WMBLX commentary
Jul 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 Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. WMBLX (104M). WMBLX pays higher dividends than BALCX: WMBLX (1.53) vs BALCX (1.14). BALCX was incepted earlier than WMBLX: BALCX (25 years) vs WMBLX (28 years). BALCX (1.30) and WMBLX (1.29) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 50.00 vs. WMBLX (22.00). BALCX has a lower initial minimum investment than WMBLX: BALCX (250) vs WMBLX (1000). BALCX annual gain was more profitable for investors over the last year : 12.30 vs. WMBLX (10.30). BALCX return over 5 years is better than : 29.99 vs. WMBLX (7.43).
| BALCX | WMBLX | BALCX / WMBLX | |
| Total Expense Ratio | 1.30 | 1.29 | 101% |
| Annual Report Gross Expense Ratio | 1.30 | 1.29 | 101% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 8.876 | 9.482 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 104M | 276,923% |
| Annual Yield % from dividends | 1.14 | 1.53 | 74% |
| Returns for 1 year | 12.30 | 10.30 | 119% |
| Returns for 3 years | 39.03 | 17.41 | 224% |
| Returns for 5 years | 29.99 | 7.43 | 404% |
| Returns for 10 years | 76.31 | 42.28 | 180% |
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