Interact to see
Advertisement
Advertisement
BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Vanguard Wellington Admiral
Price$82.54
Change-$0.45 (-0.54%)
VolumeN/A
Net Assets121.35B
BALCX vs VWENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VWENX commentary
Nov 20, 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 Hold and VWENX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. VWENX (121B). VWENX pays higher dividends than BALCX: VWENX (1.93) vs BALCX (1.10). BALCX was incepted earlier than VWENX: BALCX (25 years) vs VWENX (25 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 : 8.00 vs. VWENX (4.36). BALCX return over 5 years is better than : 33.87 vs. VWENX (10.39).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 13.040 | 13.366 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 121B | 218% |
| Annual Yield % from dividends | 1.10 | 1.93 | 57% |
| Returns for 1 year | 8.00 | 4.36 | 184% |
| Returns for 3 years | 37.81 | 21.54 | 176% |
| Returns for 5 years | 33.87 | 10.39 | 326% |
| Returns for 10 years | 63.16 | 36.40 | 174% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| SUSHI.X | 0.471505 | 0.015925 | +3.50% |
| SushiSwap cryptocurrency | |||
| AEVO.X | 0.052680 | 0.001661 | +3.26% |
| Aevo cryptocurrency | |||
| VIC.X | 0.119514 | 0.002119 | +1.80% |
| Viction cryptocurrency | |||
| DASH.X | 77.426216 | -4.458481 | -5.44% |
| Dash cryptocurrency | |||
| AMB.X | 0.000045 | -0.000070 | -60.70% |
| Ascendia (ex AirDAO) cryptocurrency | |||