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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Vanguard Wellington™ Admiral™
Price$75.68
Change-$0.71 (-0.93%)
VolumeN/A
Net Assets114.05B
BALCX vs VWENX Comparison Chart
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BALCX vs. VWENX commentary
Feb 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 Hold and VWENX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. VWENX (114B). 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). BALCX annual gain was more profitable for investors over the last year : 8.38 vs. VWENX (4.12). BALCX return over 5 years is better than : 26.14 vs. VWENX (3.62).
| 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 | 2.790 | 2.339 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 114B | 212% |
| Annual Yield % from dividends | 1.59 | 2.19 | 73% |
| Returns for 1 year | 8.38 | 4.12 | 204% |
| Returns for 3 years | 15.69 | 1.14 | 1,380% |
| Returns for 5 years | 26.14 | 3.62 | 721% |
| Returns for 10 years | 46.66 | 21.25 | 220% |
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