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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$34.80
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ Admiral™
Price$82.25
Change-$0.33 (-0.40%)
VolumeN/A
CapitalizationN/A
BALCX vs VWENX Comparison Chart
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BALCX vs. VWENX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 230B vs. VWENX (116B). VWENX pays higher dividends than BALCX: VWENX (2.19) vs BALCX (1.59). BALCX was incepted earlier than VWENX: BALCX (24 years) vs VWENX (24 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. VWENX (39.00). BALCX has a lower initial minimum investment than VWENX: BALCX (250) vs VWENX (50000). VWENX annual gain was more profitable for investors over the last year : 17.58 vs. BALCX (11.89). BALCX return over 5 years is better than : 28.93 vs. VWENX (12.71).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 10.937 | 16.258 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 116B | 198% |
| Annual Yield % from dividends | 1.59 | 2.19 | 73% |
| Returns for 1 year | 11.89 | 17.58 | 68% |
| Returns for 3 years | 10.17 | -3.77 | -270% |
| Returns for 5 years | 28.93 | 12.71 | 228% |
| Returns for 10 years | 40.96 | 28.76 | 142% |
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