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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ Admiral™
Price$76.11
Change-$0.69 (-0.90%)
VolumeN/A
Net Assets110.88B
BALCX vs VWENX Comparison Chart
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BALCX vs. VWENX commentary
Jun 15, 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: 244B vs. VWENX (111B). VWENX pays higher dividends than BALCX: VWENX (2.17) vs BALCX (1.24). 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 : 4.49 vs. VWENX (0.19). BALCX return over 5 years is better than : 34.15 vs. VWENX (12.35).
| 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 | 4.121 | 3.285 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 1.24 | 2.17 | 57% |
| Returns for 1 year | 4.49 | 0.19 | 2,344% |
| Returns for 3 years | 30.13 | 15.38 | 196% |
| Returns for 5 years | 34.15 | 12.35 | 277% |
| Returns for 10 years | 51.38 | 23.30 | 221% |
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