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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 25, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. WMBLX (103M). 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 : 9.54 vs. WMBLX (9.01). BALCX return over 5 years is better than : 27.72 vs. WMBLX (6.21).
| 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 | 7.366 | 8.677 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 103M | 279,612% |
| Annual Yield % from dividends | 1.14 | 1.53 | 74% |
| Returns for 1 year | 9.54 | 9.01 | 106% |
| Returns for 3 years | 34.70 | 14.88 | 233% |
| Returns for 5 years | 27.72 | 6.21 | 446% |
| Returns for 10 years | 71.56 | 38.61 | 185% |
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