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BALFX vs WEBAX
BALFX vs WEBAX Comparison
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BALFX vs WEBAX Comparison Chart in %
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BALFX vs. WEBAX 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 WEBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. WEBAX (30.8M). BALFX pays higher dividends than WEBAX: BALFX (1.78) vs WEBAX (0.91). BALFX was incepted earlier than WEBAX: BALFX (25 years) vs WEBAX (35 years). WEBAX (1.43) is less costly to investors than BALFX (0.61). WEBAX is a more actively managed with annual turnover of: 77.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than WEBAX: BALFX (250) vs WEBAX (1000). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. WEBAX (-4.14). BALFX return over 5 years is better than : 32.23 vs. WEBAX (-15.33).
| BALFX | WEBAX | BALFX / WEBAX | |
| Total Expense Ratio | 0.61 | 1.43 | 43% |
| Annual Report Gross Expense Ratio | 0.61 | 1.43 | 43% |
| Fund Existence | 25 years | 35 years | - |
| Gain YTD | 8.372 | 5.222 | 160% |
| 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 | 0.91 | 196% |
| Returns for 1 year | 11.29 | -4.14 | -273% |
| Returns for 3 years | 38.49 | 3.83 | 1,006% |
| Returns for 5 years | 32.23 | -15.33 | -210% |
| Returns for 10 years | 82.24 | -7.66 | -1,074% |
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