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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Vanguard Wellington™ I
Price$46.88
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets117.1B
BALCX vs VWELX Comparison Chart in %
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BALCX vs. VWELX commentary
Sep 07, 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: 258B vs. VWELX (117B). VWELX pays higher dividends than BALCX: VWELX (1.96) vs BALCX (1.16). 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 : 9.12 vs. VWELX (4.79). BALCX return over 5 years is better than : 35.50 vs. VWELX (11.51).
| 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 | 10.835 | 10.229 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 117B | 221% |
| Annual Yield % from dividends | 1.16 | 1.96 | 59% |
| Returns for 1 year | 9.12 | 4.79 | 191% |
| Returns for 3 years | 37.20 | 18.81 | 198% |
| Returns for 5 years | 35.50 | 11.51 | 308% |
| Returns for 10 years | 67.85 | 37.64 | 180% |
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