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BALPX vs WCFRX
BALPX vs WCFRX Comparison
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BALPX vs WCFRX Comparison Chart in %
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BALPX vs. WCFRX commentary
Sep 12, 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 WCFRX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.81B vs. WCFRX (73.6M). WCFRX pays higher dividends than BALPX: WCFRX (7.17) vs BALPX (0.67). BALPX was incepted earlier than WCFRX: BALPX (19 years) vs WCFRX (9 years). WCFRX (1.66) and BALPX (1.60) have similar cost to investors . BALPX is a more actively managed with annual turnover of: 145.00 vs. WCFRX (126.00). 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 : 1.71 vs. WCFRX (0.12). BALPX return over 5 years is better than : 14.31 vs. WCFRX (3.61).
| BALPX | WCFRX | BALPX / WCFRX | |
| Total Expense Ratio | 1.51 | 1.66 | 91% |
| Annual Report Gross Expense Ratio | 1.60 | 1.66 | 96% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 0.912 | 0.511 | 178% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 73.6M | 6,530% |
| Annual Yield % from dividends | 0.67 | 7.17 | 9% |
| Returns for 1 year | 1.71 | 0.12 | 1,461% |
| Returns for 3 years | 13.72 | 14.04 | 98% |
| Returns for 5 years | 14.31 | 3.61 | 396% |
| Returns for 10 years | 29.14 | N/A | - |
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