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BALFX vs WFATX
BALFX vs WFATX Comparison
Open Charts BALFX vs WFATX
BALFX vs WFATX Comparison Chart in %
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BALFX vs. WFATX commentary
Sep 05, 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 WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. WFATX (1.21B). BALFX pays higher dividends than WFATX: BALFX (1.76) vs WFATX (1.17). BALFX was incepted earlier than WFATX: BALFX (25 years) vs WFATX (10 years). WFATX (0.76) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. WFATX (19.00). BALFX has a lower initial minimum investment than WFATX: BALFX (250) vs WFATX (1000000). BALFX annual gain was more profitable for investors over the last year : 10.37 vs. WFATX (0.76). BALFX return over 5 years is better than : 31.43 vs. WFATX (-6.04).
| BALFX | WFATX | BALFX / WFATX | |
| Total Expense Ratio | 0.61 | 0.75 | 81% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 9.741 | 7.315 | 133% |
| 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 | 23,408% |
| Annual Yield % from dividends | 1.76 | 1.17 | 150% |
| Returns for 1 year | 10.37 | 0.76 | 1,359% |
| Returns for 3 years | 42.81 | 10.16 | 421% |
| Returns for 5 years | 31.43 | -6.04 | -520% |
| Returns for 10 years | 82.27 | N/A | - |
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