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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$32.98
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
Vanguard Wellington™ Admiral™
Price$70.50
Change+$0.83 (+1.19%)
VolumeN/A
Net Assets107.97B
BALCX vs VWENX Comparison Chart
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BALCX vs. VWENX commentary
Apr 24, 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: 225B vs. VWENX (108B). VWENX pays higher dividends than BALCX: VWENX (2.25) vs BALCX (1.28). BALCX was incepted earlier than VWENX: BALCX (24 years) vs VWENX (24 years). BALCX (1.32) is less costly to investors than VWENX (0.18). BALCX is a more actively managed with annual turnover of: 171.00 vs. VWENX (61.00). 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 : 1.87 vs. VWENX (-4.48). BALCX return over 5 years is better than : 29.60 vs. VWENX (6.38).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | 1.32 | 0.18 | 733% |
| Annual Report Gross Expense Ratio | 1.32 | 0.18 | 733% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -4.013 | -7.015 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 108B | 208% |
| Annual Yield % from dividends | 1.28 | 2.25 | 57% |
| Returns for 1 year | 1.87 | -4.48 | -42% |
| Returns for 3 years | 10.05 | -4.43 | -227% |
| Returns for 5 years | 29.60 | 6.38 | 464% |
| Returns for 10 years | 37.55 | 9.86 | 381% |