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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$37.44
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets256.16B
Vanguard Wellington™ Admiral™
Price$81.05
Change+$0.50 (+0.62%)
VolumeN/A
Net Assets115.8B
BALCX vs VWENX Comparison Chart in %
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BALCX vs. VWENX commentary
Sep 05, 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: 256B vs. VWENX (116B). VWENX pays higher dividends than BALCX: VWENX (2.04) vs BALCX (1.16). BALCX was incepted earlier than VWENX: BALCX (24 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 : 8.27 vs. VWENX (4.31). BALCX return over 5 years is better than : 34.78 vs. VWENX (11.15).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 10.246 | 9.720 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 1.16 | 2.04 | 57% |
| Returns for 1 year | 8.27 | 4.31 | 192% |
| Returns for 3 years | 35.57 | 17.83 | 200% |
| Returns for 5 years | 34.78 | 11.15 | 312% |
| Returns for 10 years | 69.38 | 39.49 | 176% |
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