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BALFX vs WEBCX
BALFX vs WEBCX Comparison
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BALFX vs WEBCX Comparison Chart in %
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BALFX vs. WEBCX commentary
Jun 24, 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 WEBCX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. WEBCX (30.5M). BALFX pays higher dividends than WEBCX: BALFX (1.75) vs WEBCX (1.06). BALFX was incepted earlier than WEBCX: BALFX (25 years) vs WEBCX (33 years). WEBCX (1.43) is less costly to investors than BALFX (0.61). WEBCX is a more actively managed with annual turnover of: 77.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than WEBCX: BALFX (250) vs WEBCX (1000). BALFX annual gain was more profitable for investors over the last year : 14.82 vs. WEBCX (-2.00). BALFX return over 5 years is better than : 33.97 vs. WEBCX (-13.99).
| BALFX | WEBCX | BALFX / WEBCX | |
| Total Expense Ratio | 0.61 | 1.43 | 43% |
| Annual Report Gross Expense Ratio | 0.61 | 1.43 | 43% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.238 | 4.265 | 193% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 30.5M | 944,262% |
| Annual Yield % from dividends | 1.75 | 1.06 | 165% |
| Returns for 1 year | 14.82 | -2.00 | -740% |
| Returns for 3 years | 42.73 | 6.26 | 683% |
| Returns for 5 years | 33.97 | -13.99 | -243% |
| Returns for 10 years | 87.44 | -5.98 | -1,461% |
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