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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Vanguard Wellington™ Admiral™
Price$75.04
Change+$0.50 (+0.67%)
VolumeN/A
Net Assets112.27B
BALCX vs VWENX Comparison Chart
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BALCX vs. VWENX commentary
Jan 19, 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: 240B vs. VWENX (112B). 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 : 11.44 vs. VWENX (7.06). BALCX return over 5 years is better than : 25.92 vs. VWENX (3.23).
| 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 | 1.938 | 1.474 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 112B | 214% |
| Annual Yield % from dividends | 1.59 | 2.19 | 73% |
| Returns for 1 year | 11.44 | 7.06 | 162% |
| Returns for 3 years | 10.59 | -3.98 | -266% |
| Returns for 5 years | 25.92 | 3.23 | 802% |
| Returns for 10 years | 49.96 | 23.07 | 217% |
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