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BALFX vs WEBAX
BALFX vs WEBAX Comparison
Open Charts BALFX vs WEBAX
BALFX vs WEBAX Comparison Chart in %
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BALFX vs. WEBAX commentary
Jul 14, 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 (30.9M). BALFX pays higher dividends than WEBAX: BALFX (1.75) vs WEBAX (0.92). 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 : 12.01 vs. WEBAX (-2.93). BALFX return over 5 years is better than : 32.95 vs. WEBAX (-14.62).
| 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 | 8.533 | 5.328 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 30.9M | 932,039% |
| Annual Yield % from dividends | 1.75 | 0.92 | 192% |
| Returns for 1 year | 12.01 | -2.93 | -410% |
| Returns for 3 years | 39.55 | 5.00 | 791% |
| Returns for 5 years | 32.95 | -14.62 | -225% |
| Returns for 10 years | 81.34 | -8.11 | -1,003% |
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