Interact to see
Advertisement
Advertisement
BALFX vs WFAIX
BALFX vs WFAIX Comparison
Open Charts BALFX vs WFAIX
BALFX vs WFAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. WFAIX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. WFAIX (1.21B). 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 : 12.57 vs. WFAIX (1.88). BALFX return over 5 years is better than : 33.93 vs. WFAIX (-5.11).
| 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 | 10.064 | 7.401 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.21B | 23,447% |
| Annual Yield % from dividends | 1.78 | 0.97 | 183% |
| Returns for 1 year | 12.57 | 1.88 | 668% |
| Returns for 3 years | 44.90 | 12.30 | 365% |
| Returns for 5 years | 33.93 | -5.11 | -664% |
| Returns for 10 years | 82.80 | 47.06 | 176% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MGRTX | 50.09 | 0.52 | +1.05% |
| MFS International Growth R3 | |||
| DASVX | 19.01 | 0.17 | +0.90% |
| Dunham Small Cap Value A | |||
| ARTGX | 32.00 | 0.28 | +0.88% |
| Artisan Global Value Investor | |||
| BACIX | 20.21 | -0.05 | -0.25% |
| BlackRock Energy Opportunities Instl | |||
| CSURX | 26.16 | -0.16 | -0.61% |
| Cohen & Steers Global Infrastructure R | |||