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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
Vanguard Wellington™ I
Price$45.95
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets114.7B
BALCX vs VWELX Comparison Chart in %
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BALCX vs. VWELX commentary
Jul 26, 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 BALCX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. VWELX (115B). VWELX pays higher dividends than BALCX: VWELX (2.02) vs BALCX (1.19). BALCX was incepted earlier than VWELX: BALCX (24 years) vs VWELX (96 years). BALCX (1.31) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than VWELX: BALCX (250) vs VWELX (3000). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. VWELX (5.10). BALCX return over 5 years is better than : 35.43 vs. VWELX (12.45).
| BALCX | VWELX | BALCX / VWELX | |
| Total Expense Ratio | 1.31 | 0.25 | 524% |
| Annual Report Gross Expense Ratio | 1.31 | 0.25 | 524% |
| Fund Existence | 24 years | 96 years | - |
| Gain YTD | 8.597 | 7.783 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 115B | 221% |
| Annual Yield % from dividends | 1.19 | 2.02 | 59% |
| Returns for 1 year | 9.43 | 5.10 | 185% |
| Returns for 3 years | 32.20 | 15.38 | 209% |
| Returns for 5 years | 35.43 | 12.45 | 284% |
| Returns for 10 years | 58.21 | 29.20 | 199% |
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