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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets244.57B
Vanguard Wellington™ I
Price$43.83
Change-$0.41 (-0.93%)
VolumeN/A
Net Assets114.05B
BALCX vs VWELX Comparison Chart
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BALCX vs. VWELX commentary
Feb 23, 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: 245B vs. VWELX (114B). 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). BALCX annual gain was more profitable for investors over the last year : 8.38 vs. VWELX (5.07). BALCX return over 5 years is better than : 26.14 vs. VWELX (4.43).
| 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 | 2.790 | 3.292 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 114B | 215% |
| Annual Yield % from dividends | 1.59 | 2.11 | 75% |
| Returns for 1 year | 8.38 | 5.07 | 165% |
| Returns for 3 years | 15.69 | 1.97 | 798% |
| Returns for 5 years | 26.14 | 4.43 | 590% |
| Returns for 10 years | 46.66 | 21.99 | 212% |
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