BIICX
Price
$10.69
Change
+$0.03 (+0.28%)
Updated
Jun 29 closing price
Net Assets
10.47B
WBALX
Price
$16.25
Change
-$0.03 (-0.18%)
Updated
Jun 29 closing price
Net Assets
167.49M
Interact to see
Advertisement

BIICX vs WBALX

BIICX vs WBALX Comparison Chart in %
View a ticker or compare two or three
VS
BIICX vs. WBALX commentary
Jun 30, 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 BIICX is a Hold and WBALX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. WBALX (167M). BIICX pays higher dividends than WBALX: BIICX (5.91) vs WBALX (2.08). BIICX was incepted earlier than WBALX: BIICX (18 years) vs WBALX (23 years). WBALX (1.00) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 99.00 vs. WBALX (18.00). WBALX has a lower initial minimum investment than BIICX: WBALX (2500) vs BIICX (2000000). BIICX annual gain was more profitable for investors over the last year : 9.08 vs. WBALX (-1.63). BIICX return over 5 years is better than : 21.90 vs. WBALX (3.80).
BIICXWBALXBIICX / WBALX
Total Expense Ratio0.570.8567%
Annual Report Gross Expense Ratio0.681.0068%
Fund Existence18 years23 years-
Gain YTD3.752-1.334-281%
Front LoadN/AN/A-
Min. Initial Investment2000000250080,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.5B167M6,287%
Annual Yield % from dividends5.912.08284%
Returns for 1 year9.08-1.63-557%
Returns for 3 years31.256.94451%
Returns for 5 years21.903.80577%
Returns for 10 years68.9035.72193%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PRPFX76.05N/A
N/A
Permanent Portfolio Permanent I
GCVIX27.99N/A
N/A
Goldman Sachs Large Cp Val Insghts Instl
LMORX52.56N/A
N/A
Patient Opportunity R
FMCVX26.91N/A
N/A
Franklin Mutual Small-Mid Cap Val R6
YASSX12.15N/A
N/A
AMG Yacktman Special Opportunities I