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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Vanguard Wellington™ I
Price$41.01
Change-$1.19 (-2.82%)
VolumeN/A
Net Assets113.09B
BALCX vs VWELX Comparison Chart
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BALCX vs. VWELX commentary
Apr 05, 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 Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. VWELX (113B). VWELX pays higher dividends than BALCX: VWELX (2.17) vs BALCX (1.28). BALCX was incepted earlier than VWELX: BALCX (24 years) vs VWELX (96 years). BALCX (1.32) is less costly to investors than VWELX (0.26). BALCX is a more actively managed with annual turnover of: 171.00 vs. VWELX (61.00). 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 : 0.58 vs. VWELX (-0.78). BALCX return over 5 years is better than : 41.73 vs. VWELX (22.10).
| BALCX | VWELX | BALCX / VWELX | |
| Total Expense Ratio | 1.32 | 0.26 | 508% |
| Annual Report Gross Expense Ratio | 1.32 | 0.26 | 508% |
| Fund Existence | 24 years | 96 years | - |
| Gain YTD | -2.337 | -1.134 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 113B | 208% |
| Annual Yield % from dividends | 1.28 | 2.17 | 59% |
| Returns for 1 year | 0.58 | -0.78 | -75% |
| Returns for 3 years | 7.28 | -4.06 | -180% |
| Returns for 5 years | 41.73 | 22.10 | 189% |
| Returns for 10 years | 41.88 | 18.16 | 231% |
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