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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ I
Price$44.07
Change-$0.40 (-0.90%)
VolumeN/A
Net Assets110.88B
BALCX vs VWELX Comparison Chart
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BALCX vs. VWELX commentary
Jun 15, 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: 244B vs. VWELX (111B). VWELX pays higher dividends than BALCX: VWELX (2.09) vs BALCX (1.24). 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 : 4.49 vs. VWELX (0.15). BALCX return over 5 years is better than : 34.15 vs. VWELX (12.13).
| 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 | 4.121 | 3.248 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 1.24 | 2.09 | 59% |
| Returns for 1 year | 4.49 | 0.15 | 2,943% |
| Returns for 3 years | 30.13 | 15.23 | 198% |
| Returns for 5 years | 34.15 | 12.13 | 282% |
| Returns for 10 years | 51.38 | 22.90 | 224% |
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