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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
Sep 13, 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: 285B vs. WEBAX (30.3M). BALFX pays higher dividends than WEBAX: BALFX (1.76) vs WEBAX (0.90). BALFX was incepted earlier than WEBAX: BALFX (26 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 : 6.65 vs. WEBAX (-6.68). BALFX return over 5 years is better than : 31.40 vs. WEBAX (-15.93).
| BALFX | WEBAX | BALFX / WEBAX | |
| Total Expense Ratio | 0.61 | 1.43 | 43% |
| Annual Report Gross Expense Ratio | 0.61 | 1.43 | 43% |
| Fund Existence | 26 years | 35 years | - |
| Gain YTD | 8.480 | 4.902 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 30.3M | 940,594% |
| Annual Yield % from dividends | 1.76 | 0.90 | 196% |
| Returns for 1 year | 6.65 | -6.68 | -100% |
| Returns for 3 years | 41.33 | 5.87 | 704% |
| Returns for 5 years | 31.40 | -15.93 | -197% |
| Returns for 10 years | 83.89 | -6.83 | -1,228% |
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