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BALFX vs WBCCX
BALFX vs WBCCX Comparison
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BALFX vs WBCCX Comparison Chart in %
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BALFX vs. WBCCX commentary
Aug 03, 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 Buy and WBCCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B 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 : 11.29 vs. WBCCX (-4.75). BALFX return over 5 years is better than : 32.23 vs. WBCCX (-18.14).
| 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 | 8.372 | 4.727 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 30.8M | 935,065% |
| Annual Yield % from dividends | 1.78 | 0.23 | 785% |
| Returns for 1 year | 11.29 | -4.75 | -238% |
| Returns for 3 years | 38.49 | 1.68 | 2,293% |
| Returns for 5 years | 32.23 | -18.14 | -178% |
| Returns for 10 years | 82.24 | -13.33 | -617% |
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