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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
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 WEBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B 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 : 12.57 vs. WEBAX (-3.64). BALFX return over 5 years is better than : 33.93 vs. WEBAX (-14.92).
| 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 | 10.064 | 6.074 | 166% |
| 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 | 0.91 | 196% |
| Returns for 1 year | 12.57 | -3.64 | -345% |
| Returns for 3 years | 44.90 | 8.29 | 541% |
| Returns for 5 years | 33.93 | -14.92 | -227% |
| Returns for 10 years | 82.80 | -7.61 | -1,088% |
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