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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Vanguard Wellington™ Admiral™
Price$81.41
Change-$0.35 (-0.43%)
VolumeN/A
Net Assets117.1B
BALCX vs VWENX Comparison Chart in %
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BALCX vs. VWENX commentary
Sep 26, 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 Hold and VWENX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. VWENX (117B). VWENX pays higher dividends than BALCX: VWENX (2.04) vs BALCX (1.16). BALCX was incepted earlier than VWENX: BALCX (25 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 : 7.33 vs. VWENX (4.00). BALCX return over 5 years is better than : 39.74 vs. VWENX (16.15).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 12.273 | 11.686 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 117B | 225% |
| Annual Yield % from dividends | 1.16 | 2.04 | 57% |
| Returns for 1 year | 7.33 | 4.00 | 183% |
| Returns for 3 years | 47.41 | 27.41 | 173% |
| Returns for 5 years | 39.74 | 16.15 | 246% |
| Returns for 10 years | 74.74 | 44.15 | 169% |
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