Ad is loading...
BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$34.04
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Vanguard Wellington™ I
Price$42.30
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets106.94B
BALCX vs VWELX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VWELX commentary
May 12, 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: 234B vs. VWELX (107B). VWELX pays higher dividends than BALCX: VWELX (2.17) vs BALCX (1.29). 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 : 3.44 vs. VWELX (-1.44). BALCX return over 5 years is better than : 32.49 vs. VWELX (10.80).
| 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 | 0.104 | -0.899 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 107B | 219% |
| Annual Yield % from dividends | 1.29 | 2.17 | 59% |
| Returns for 1 year | 3.44 | -1.44 | -239% |
| Returns for 3 years | 19.45 | 5.56 | 350% |
| Returns for 5 years | 32.49 | 10.80 | 301% |
| Returns for 10 years | 44.72 | 17.84 | 251% |
View a ticker or compare two or three
VS
VS
Ad is loading...