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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$34.59
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Vanguard Wellington™ Admiral™
Price$74.49
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets106.94B
BALCX vs VWENX Comparison Chart
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BALCX vs. VWENX commentary
May 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. VWENX (107B). VWENX pays higher dividends than BALCX: VWENX (2.25) vs BALCX (1.29). BALCX was incepted earlier than VWENX: BALCX (24 years) vs VWENX (24 years). BALCX (1.31) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than VWENX: BALCX (250) vs VWENX (50000). BALCX annual gain was more profitable for investors over the last year : 3.98 vs. VWENX (0.23). BALCX return over 5 years is better than : 33.88 vs. VWENX (13.64).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 1.721 | 2.254 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 107B | 222% |
| Annual Yield % from dividends | 1.29 | 2.25 | 57% |
| Returns for 1 year | 3.98 | 0.23 | 1,713% |
| Returns for 3 years | 20.44 | 9.64 | 212% |
| Returns for 5 years | 33.88 | 13.64 | 248% |
| Returns for 10 years | 46.18 | 21.04 | 219% |
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