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BALFX vs WFAIX
BALFX vs WFAIX Comparison
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BALFX vs WFAIX Comparison Chart in %
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BALFX vs. WFAIX 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 WFAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. WFAIX (1.22B). BALFX pays higher dividends than WFAIX: BALFX (1.75) vs WFAIX (0.96). BALFX was incepted earlier than WFAIX: BALFX (25 years) vs WFAIX (27 years). WFAIX (1.01) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. WFAIX (19.00). BALFX has a lower initial minimum investment than WFAIX: BALFX (250) vs WFAIX (1000000). BALFX annual gain was more profitable for investors over the last year : 14.82 vs. WFAIX (5.26). BALFX return over 5 years is better than : 33.97 vs. WFAIX (-2.77).
| BALFX | WFAIX | BALFX / WFAIX | |
| Total Expense Ratio | 0.61 | 0.90 | 68% |
| Annual Report Gross Expense Ratio | 0.61 | 1.01 | 60% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 8.238 | 6.185 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.22B | 23,645% |
| Annual Yield % from dividends | 1.75 | 0.96 | 182% |
| Returns for 1 year | 14.82 | 5.26 | 282% |
| Returns for 3 years | 42.73 | 10.51 | 406% |
| Returns for 5 years | 33.97 | -2.77 | -1,229% |
| Returns for 10 years | 87.44 | 52.04 | 168% |
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