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BALPX vs WCFIX
BALPX vs WCFIX Comparison
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BALPX vs WCFIX Comparison Chart in %
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BALPX vs. WCFIX commentary
Aug 03, 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 BALPX is a Buy and WCFIX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.76B vs. WCFIX (78.8M). WCFIX pays higher dividends than BALPX: WCFIX (7.61) vs BALPX (0.67). BALPX was incepted earlier than WCFIX: BALPX (19 years) vs WCFIX (9 years). BALPX (1.60) is less costly to investors than WCFIX (1.43). WCFIX is a more actively managed with annual turnover of: 126.00 vs. BALPX (81.00). BALPX has a lower initial minimum investment than WCFIX: BALPX (1000) vs WCFIX (100000). BALPX annual gain was more profitable for investors over the last year : 2.33 vs. WCFIX (1.55). BALPX return over 5 years is better than : 14.56 vs. WCFIX (5.35).
| BALPX | WCFIX | BALPX / WCFIX | |
| Total Expense Ratio | 1.51 | 1.43 | 106% |
| Annual Report Gross Expense Ratio | 1.60 | 1.43 | 112% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 0.912 | 1.107 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 78.8M | 6,039% |
| Annual Yield % from dividends | 0.67 | 7.61 | 9% |
| Returns for 1 year | 2.33 | 1.55 | 151% |
| Returns for 3 years | 14.70 | 15.66 | 94% |
| Returns for 5 years | 14.56 | 5.35 | 272% |
| Returns for 10 years | 29.45 | N/A | - |
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