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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
Sep 04, 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 WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. WMBLX (103M). WMBLX pays higher dividends than BALCX: WMBLX (1.54) 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 : 10.40 vs. WMBLX (8.70). BALCX return over 5 years is better than : 27.36 vs. WMBLX (5.66).
| 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 | 9.092 | 9.621 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 103M | 274,757% |
| Annual Yield % from dividends | 1.14 | 1.54 | 74% |
| Returns for 1 year | 10.40 | 8.70 | 120% |
| Returns for 3 years | 38.85 | 17.05 | 228% |
| Returns for 5 years | 27.36 | 5.66 | 483% |
| Returns for 10 years | 73.83 | 38.87 | 190% |
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