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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.63
Change-$1.00 (-2.10%)
VolumeN/A
CapitalizationN/A
BALCX vs VWELX Comparison Chart
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BALCX vs. VWELX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. VWELX (116B). VWELX pays higher dividends than BALCX: VWELX (2.11) vs BALCX (1.59). BALCX was incepted earlier than VWELX: BALCX (24 years) vs VWELX (96 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). BALCX has a lower initial minimum investment than VWELX: BALCX (250) vs VWELX (3000). VWELX annual gain was more profitable for investors over the last year : 17.52 vs. BALCX (11.89). BALCX return over 5 years is better than : 28.93 vs. VWELX (12.54).
| BALCX | VWELX | BALCX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 96 years | - |
| Gain YTD | 10.937 | 16.211 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 116B | 208% |
| Annual Yield % from dividends | 1.59 | 2.11 | 75% |
| Returns for 1 year | 11.89 | 17.52 | 68% |
| Returns for 3 years | 10.17 | -3.87 | -263% |
| Returns for 5 years | 28.93 | 12.54 | 231% |
| Returns for 10 years | 40.96 | 28.33 | 145% |
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