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BALCX vs VWELX
BALCX vs VWELX Comparison
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BALCX vs VWELX Comparison Chart in %
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BALCX vs. VWELX commentary
Jun 24, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. VWELX (125B). VWELX pays higher dividends than BALCX: VWELX (1.95) vs BALCX (1.16). BALCX was incepted earlier than VWELX: BALCX (25 years) vs VWELX (97 years). BALCX (1.30) is less costly to investors than VWELX (0.24). VWELX is a more actively managed with annual turnover of: 62.00 vs. BALCX (50.00). 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 : 15.81 vs. VWELX (8.83). BALCX return over 5 years is better than : 31.93 vs. VWELX (3.96).
| BALCX | VWELX | BALCX / VWELX | |
| Total Expense Ratio | 1.30 | 0.24 | 542% |
| Annual Report Gross Expense Ratio | 1.30 | 0.24 | 542% |
| Fund Existence | 25 years | 97 years | - |
| Gain YTD | 9.011 | 6.112 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 125B | 230% |
| Annual Yield % from dividends | 1.16 | 1.95 | 60% |
| Returns for 1 year | 15.81 | 8.83 | 179% |
| Returns for 3 years | 41.11 | 21.13 | 195% |
| Returns for 5 years | 31.93 | 3.96 | 807% |
| Returns for 10 years | 80.43 | 40.53 | 198% |
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