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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$39.37
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.94B
Vanguard Wellington I
Price$48.93
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets121.35B
BALCX vs VWELX Comparison Chart in %
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BALCX vs. VWELX commentary
Dec 03, 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 StrongBuy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. VWELX (121B). VWELX pays higher dividends than BALCX: VWELX (1.84) vs BALCX (1.08). BALCX was incepted earlier than VWELX: BALCX (25 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 : 8.67 vs. VWELX (3.85). BALCX return over 5 years is better than : 35.16 vs. VWELX (10.46).
| BALCX | VWELX | BALCX / VWELX | |
| Total Expense Ratio | 1.31 | 0.25 | 524% |
| Annual Report Gross Expense Ratio | 1.31 | 0.25 | 524% |
| Fund Existence | 25 years | 96 years | - |
| Gain YTD | 16.046 | 15.175 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 121B | 222% |
| Annual Yield % from dividends | 1.08 | 1.84 | 59% |
| Returns for 1 year | 8.67 | 3.85 | 225% |
| Returns for 3 years | 37.60 | 19.58 | 192% |
| Returns for 5 years | 35.16 | 10.46 | 336% |
| Returns for 10 years | 67.10 | 38.29 | 175% |
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