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BALPX vs WCFRX
BALPX vs WCFRX Comparison
Open Charts BALPX vs WCFRX
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.
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).
| BALPX | WCFRX | BALPX / WCFRX | |
| Total Expense Ratio | 1.51 | 1.66 | 91% |
| Annual Report Gross Expense Ratio | 1.60 | 1.66 | 96% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 1.216 | 1.020 | 119% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.77B | 83.5M | 5,707% |
| Annual Yield % from dividends | 3.34 | 6.55 | 51% |
| Returns for 1 year | 4.09 | 2.79 | 146% |
| Returns for 3 years | 17.19 | 17.20 | 100% |
| Returns for 5 years | 9.59 | 4.14 | 232% |
| Returns for 10 years | 29.07 | N/A | - |
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