BALPX
Price
$9.99
Change
-$0.00 (-0.00%)
Updated
Jun 3 closing price
Net Assets
4.76B
WCFRX
Price
$11.17
Change
-$0.00 (-0.00%)
Updated
Jun 2 closing price
Net Assets
83.46M
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BALPX vs WCFRX

Header iconBALPX vs WCFRX Comparison
Open Charts BALPX vs WCFRXBanner chart's image
BALPX vs WCFRX Comparison Chart in %
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BALPX vs. WCFRX commentary
Jun 04, 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 WCFRX is a Hold.

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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.77B vs. WCFRX (83.5M). WCFRX pays higher dividends than BALPX: WCFRX (6.55) vs BALPX (3.34). BALPX was incepted earlier than WCFRX: BALPX (18 years) vs WCFRX (8 years). WCFRX (1.66) and BALPX (1.60) have similar cost to investors . WCFRX is a more actively managed with annual turnover of: 126.00 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 : 4.09 vs. WCFRX (2.79). BALPX return over 5 years is better than : 9.59 vs. WCFRX (4.14).
BALPXWCFRXBALPX / WCFRX
Total Expense Ratio1.511.6691%
Annual Report Gross Expense Ratio1.601.6696%
Fund Existence18 years8 years-
Gain YTD1.2161.020119%
Front Load5%6%95%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets4.77B83.5M5,707%
Annual Yield % from dividends3.346.5551%
Returns for 1 year4.092.79146%
Returns for 3 years17.1917.20100%
Returns for 5 years9.594.14232%
Returns for 10 years29.07N/A-
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