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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$34.00
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets233.54B
Vanguard Wellington™ Admiral™
Price$72.56
Change+$0.24 (+0.33%)
VolumeN/A
Net Assets113.09B
BALCX vs VWENX Comparison Chart
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BALCX vs. VWENX commentary
Apr 03, 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: 234B vs. VWENX (113B). 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 : 2.70 vs. VWENX (-1.91). BALCX return over 5 years is better than : 44.04 vs. VWENX (20.03).
| 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 | -0.014 | -1.858 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 113B | 207% |
| Annual Yield % from dividends | 1.28 | 2.25 | 57% |
| Returns for 1 year | 2.70 | -1.91 | -142% |
| Returns for 3 years | 10.18 | -4.38 | -232% |
| Returns for 5 years | 44.04 | 20.03 | 220% |
| Returns for 10 years | 45.96 | 18.12 | 254% |
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