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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
Sep 13, 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 Hold and WCFIX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.81B vs. WCFIX (73.6M). WCFIX pays higher dividends than BALPX: WCFIX (7.88) 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). BALPX is a more actively managed with annual turnover of: 145.00 vs. WCFIX (126.00). 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 : 1.71 vs. WCFIX (0.37). BALPX return over 5 years is better than : 14.31 vs. WCFIX (5.11).
| 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 | 0.801 | 114% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 73.6M | 6,530% |
| Annual Yield % from dividends | 0.67 | 7.88 | 8% |
| Returns for 1 year | 1.71 | 0.37 | 463% |
| Returns for 3 years | 13.72 | 15.00 | 91% |
| Returns for 5 years | 14.31 | 5.11 | 280% |
| Returns for 10 years | 29.14 | N/A | - |
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