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BALPX vs WCEIX
BALPX vs WCEIX Comparison Chart
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BALPX vs. WCEIX commentary
Nov 26, 2024
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 BALPX is a StrongBuy and WCEIX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.78B vs. WCEIX (153M). WCEIX pays higher dividends than BALPX: WCEIX (2.47) vs BALPX (1.93). BALPX was incepted earlier than WCEIX: BALPX (17 years) vs WCEIX (11 years). WCEIX is a more actively managed with annual turnover of: 295.00 vs. BALPX (33.00). BALPX has a lower initial minimum investment than WCEIX: BALPX (1000) vs WCEIX (100000). BALPX annual gain was more profitable for investors over the last year : 5.08 vs. WCEIX (4.39). WCEIX return over 5 years is better than : 10.11 vs. BALPX (5.64).
| BALPX | WCEIX | BALPX / WCEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 2.524 | 2.619 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 153M | 3,127% |
| Annual Yield % from dividends | 1.93 | 2.47 | 78% |
| Returns for 1 year | 5.08 | 4.39 | 116% |
| Returns for 3 years | 6.19 | 1.91 | 324% |
| Returns for 5 years | 5.64 | 10.11 | 56% |
| Returns for 10 years | -32.43 | 23.79 | -136% |
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