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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
Aug 17, 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 Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. VWELX (121B). VWELX pays higher dividends than BALCX: VWELX (1.97) 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 : 10.95 vs. VWELX (3.55). BALCX return over 5 years is better than : 29.47 vs. VWELX (0.71).
| 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 | 9.901 | 7.148 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 121B | 234% |
| Annual Yield % from dividends | 1.16 | 1.97 | 59% |
| Returns for 1 year | 10.95 | 3.55 | 309% |
| Returns for 3 years | 41.04 | 21.71 | 189% |
| Returns for 5 years | 29.47 | 0.71 | 4,157% |
| Returns for 10 years | 75.12 | 34.97 | 215% |
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