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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. WFALX (1.21B). BALFX pays higher dividends than WFALX: BALFX (1.78) vs WFALX (0.49). BALFX was incepted earlier than WFALX: BALFX (25 years) vs WFALX (28 years). WFALX (1.82) 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 : 12.57 vs. WFALX (-9.44). BALFX return over 5 years is better than : 33.93 vs. WFALX (-28.03).
| BALFX | WFALX | BALFX / WFALX | |
| Total Expense Ratio | 0.61 | 1.81 | 34% |
| Annual Report Gross Expense Ratio | 0.61 | 1.82 | 34% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 10.064 | 6.764 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.21B | 23,447% |
| Annual Yield % from dividends | 1.78 | 0.49 | 360% |
| Returns for 1 year | 12.57 | -9.44 | -133% |
| Returns for 3 years | 44.90 | -13.97 | -321% |
| Returns for 5 years | 33.93 | -28.03 | -121% |
| Returns for 10 years | 82.80 | 8.55 | 969% |
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