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BALFX vs WBCCX
BALFX vs WBCCX Comparison
Open Charts BALFX vs WBCCX
BALFX vs WBCCX Comparison Chart in %
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BALFX vs. WBCCX commentary
Aug 23, 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 BALFX is a Hold and WBCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. WBCCX (30.8M). BALFX pays higher dividends than WBCCX: BALFX (1.78) vs WBCCX (0.23). BALFX was incepted earlier than WBCCX: BALFX (25 years) vs WBCCX (25 years). WBCCX (2.18) is less costly to investors than BALFX (0.61). WBCCX is a more actively managed with annual turnover of: 77.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than WBCCX: BALFX (250) vs WBCCX (1000). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. WBCCX (-4.26). BALFX return over 5 years is better than : 33.93 vs. WBCCX (-17.69).
| BALFX | WBCCX | BALFX / WBCCX | |
| Total Expense Ratio | 0.61 | 2.18 | 28% |
| Annual Report Gross Expense Ratio | 0.61 | 2.18 | 28% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 10.064 | 5.556 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 30.8M | 918,831% |
| Annual Yield % from dividends | 1.78 | 0.23 | 785% |
| Returns for 1 year | 12.57 | -4.26 | -295% |
| Returns for 3 years | 44.90 | 6.06 | 741% |
| Returns for 5 years | 33.93 | -17.69 | -192% |
| Returns for 10 years | 82.80 | -13.22 | -626% |
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