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BALPX vs WCFRX
BALPX vs WCFRX Comparison Chart in %
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BALPX vs. WCFRX commentary
Nov 20, 2025
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 WCFRX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.75B vs. WCFRX (94.1M). WCFRX pays higher dividends than BALPX: WCFRX (4.79) vs BALPX (4.09). BALPX was incepted earlier than WCFRX: BALPX (18 years) vs WCFRX (8 years). WCFRX (1.85) is less costly to investors than BALPX (1.60). WCFRX is a more actively managed with annual turnover of: 158.00 vs. BALPX (81.00). WCFRX (6%) and BALPX (5%) have equivalent initial investment costs. BALPX has a lower initial minimum investment than WCFRX: BALPX (1000) vs WCFRX (2500). BALPX annual gain was more profitable for investors over the last year : 6.16 vs. WCFRX (4.40). WCFRX return over 5 years is better than : 21.92 vs. BALPX (12.08).
| BALPX | WCFRX | BALPX / WCFRX | |
| Total Expense Ratio | 1.51 | 1.83 | 83% |
| Annual Report Gross Expense Ratio | 1.60 | 1.85 | 86% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 6.431 | 4.134 | 156% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 94.1M | 5,045% |
| Annual Yield % from dividends | 4.09 | 4.79 | 85% |
| Returns for 1 year | 6.16 | 4.40 | 140% |
| Returns for 3 years | 12.52 | 21.27 | 59% |
| Returns for 5 years | 12.08 | 21.92 | 55% |
| Returns for 10 years | 22.07 | N/A | - |
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