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BALFX vs WMBLX
BALFX vs WMBLX Comparison
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BALFX vs WMBLX Comparison Chart in %
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BALFX vs. WMBLX commentary
Jul 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 Buy and WMBLX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. WMBLX (104M). BALFX pays higher dividends than WMBLX: BALFX (1.75) vs WMBLX (1.53). BALFX was incepted earlier than WMBLX: BALFX (25 years) vs WMBLX (28 years). WMBLX (1.29) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. WMBLX (22.00). BALFX has a lower initial minimum investment than WMBLX: BALFX (250) vs WMBLX (1000). BALFX annual gain was more profitable for investors over the last year : 13.15 vs. WMBLX (10.30). BALFX return over 5 years is better than : 33.96 vs. WMBLX (7.43).
| BALFX | WMBLX | BALFX / WMBLX | |
| Total Expense Ratio | 0.61 | 1.29 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.29 | 47% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 9.258 | 9.482 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 104M | 276,923% |
| Annual Yield % from dividends | 1.75 | 1.53 | 115% |
| Returns for 1 year | 13.15 | 10.30 | 128% |
| Returns for 3 years | 42.09 | 17.41 | 242% |
| Returns for 5 years | 33.96 | 7.43 | 457% |
| Returns for 10 years | 85.14 | 42.28 | 201% |
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