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BALPX vs WCERX
BALPX vs WCERX Comparison Chart
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BALPX vs. WCERX 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 WCERX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.78B vs. WCERX (153M). BALPX pays higher dividends than WCERX: BALPX (1.93) vs WCERX (0.00). BALPX was incepted earlier than WCERX: BALPX (17 years) vs WCERX (8 years). WCERX is a more actively managed with annual turnover of: 295.00 vs. BALPX (33.00). BALPX has a lower initial minimum investment than WCERX: BALPX (1000) vs WCERX (2500). BALPX annual gain was more profitable for investors over the last year : 5.08 vs. WCERX (4.12). WCERX return over 5 years is better than : 8.69 vs. BALPX (5.64).
| BALPX | WCERX | BALPX / WCERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 2.524 | 2.396 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 153M | 3,127% |
| Annual Yield % from dividends | 1.93 | 0.00 | - |
| Returns for 1 year | 5.08 | 4.12 | 123% |
| Returns for 3 years | 6.19 | 1.11 | 556% |
| Returns for 5 years | 5.64 | 8.69 | 65% |
| Returns for 10 years | -32.43 | N/A | - |
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