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BALPX vs WCERX
BALPX vs WCERX Comparison Chart in %
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BALPX vs. WCERX commentary
Jul 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 StrongBuy and WCERX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.82B vs. WCERX (135M). WCERX pays higher dividends than BALPX: WCERX (3.72) vs BALPX (1.34). BALPX was incepted earlier than WCERX: BALPX (18 years) vs WCERX (8 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 (32.00). 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 : 6.49 vs. WCERX (4.48). WCERX (16.19) and BALPX (16.03) have equivalent 5 years return.
| 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 | 8 years | - |
| Gain YTD | 6.215 | 5.635 | 110% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 135M | 3,570% |
| Annual Yield % from dividends | 1.34 | 3.72 | 36% |
| Returns for 1 year | 6.49 | 4.48 | 145% |
| Returns for 3 years | 13.01 | 13.34 | 98% |
| Returns for 5 years | 16.03 | 16.19 | 99% |
| Returns for 10 years | 19.10 | N/A | - |
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