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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
Aug 03, 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 WFAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. WFAIX (1.2B). BALFX pays higher dividends than WFAIX: BALFX (1.78) vs WFAIX (0.97). 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 : 11.29 vs. WFAIX (0.60). BALFX return over 5 years is better than : 32.23 vs. WFAIX (-6.07).
| 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 | 8.372 | 5.584 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.2B | 24,060% |
| Annual Yield % from dividends | 1.78 | 0.97 | 183% |
| Returns for 1 year | 11.29 | 0.60 | 1,867% |
| Returns for 3 years | 38.49 | 7.01 | 549% |
| Returns for 5 years | 32.23 | -6.07 | -531% |
| Returns for 10 years | 82.24 | 45.84 | 179% |
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