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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
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. WFATX (1.22B). BALFX pays higher dividends than WFATX: BALFX (1.75) vs WFATX (1.18). 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 : 14.88 vs. WFATX (3.91). BALFX return over 5 years is better than : 33.20 vs. WFATX (-3.03).
| 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 | 8.655 | 5.555 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.22B | 23,626% |
| Annual Yield % from dividends | 1.75 | 1.18 | 149% |
| Returns for 1 year | 14.88 | 3.91 | 380% |
| Returns for 3 years | 42.57 | 10.16 | 419% |
| Returns for 5 years | 33.20 | -3.03 | -1,097% |
| Returns for 10 years | 84.97 | N/A | - |
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