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BALFX vs WFALX
BALFX vs WFALX Comparison
Open Charts BALFX vs WFALX
BALFX vs WFALX Comparison Chart in %
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BALFX vs. WFALX 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 WFALX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. WFALX (1.22B). BALFX pays higher dividends than WFALX: BALFX (1.75) vs WFALX (0.52). BALFX was incepted earlier than WFALX: BALFX (25 years) vs WFALX (28 years). WFALX (1.83) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. WFALX (19.00). BALFX has a lower initial minimum investment than WFALX: BALFX (250) vs WFALX (1000). BALFX annual gain was more profitable for investors over the last year : 14.82 vs. WFALX (-6.46). BALFX return over 5 years is better than : 33.97 vs. WFALX (-26.25).
| BALFX | WFALX | BALFX / WFALX | |
| Total Expense Ratio | 0.61 | 1.82 | 34% |
| Annual Report Gross Expense Ratio | 0.61 | 1.83 | 33% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 8.238 | 5.699 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.22B | 23,645% |
| Annual Yield % from dividends | 1.75 | 0.52 | 339% |
| Returns for 1 year | 14.82 | -6.46 | -229% |
| Returns for 3 years | 42.73 | -15.35 | -278% |
| Returns for 5 years | 33.97 | -26.25 | -129% |
| Returns for 10 years | 87.44 | 12.25 | 714% |
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