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BALPX vs WCERX
BALPX vs WCERX Comparison Chart in %
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BALPX vs. WCERX commentary
Sep 27, 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 WCERX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.86B vs. WCERX (129M). BALPX pays higher dividends than WCERX: BALPX (4.08) vs WCERX (3.66). BALPX was incepted earlier than WCERX: BALPX (18 years) vs WCERX (9 years). WCERX (1.95) is less costly to investors than BALPX (1.60). WCERX is a more actively managed with annual turnover of: 210.00 vs. BALPX (81.00). WCERX (6%) and BALPX (5%) have equivalent initial investment costs. BALPX has a lower initial minimum investment than WCERX: BALPX (1000) vs WCERX (2500). BALPX annual gain was more profitable for investors over the last year : 5.07 vs. WCERX (4.10). WCERX return over 5 years is better than : 16.17 vs. BALPX (14.91).
| BALPX | WCERX | BALPX / WCERX | |
| Total Expense Ratio | 1.51 | 1.85 | 82% |
| Annual Report Gross Expense Ratio | 1.60 | 1.95 | 82% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 5.999 | 6.017 | 100% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 129M | 3,768% |
| Annual Yield % from dividends | 4.08 | 3.66 | 111% |
| Returns for 1 year | 5.07 | 4.10 | 124% |
| Returns for 3 years | 13.15 | 14.66 | 90% |
| Returns for 5 years | 14.91 | 16.17 | 92% |
| Returns for 10 years | 23.98 | N/A | - |
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