BALCX
Price
$36.54
Change
+$0.20 (+0.55%)
Updated
Jul 9 closing price
Net Assets
252.22B
VWENX
Price
$78.33
Change
+$0.43 (+0.55%)
Updated
Jul 9 closing price
Net Assets
114.7B
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BALCX vs VWENX

Header iconBALCX vs VWENX Comparison
Open Charts BALCX vs VWENXBanner chart's image
American Funds American Balanced C
Price$36.54
Change+$0.20 (+0.55%)
VolumeN/A
Net Assets252.22B
Vanguard Wellington™ Admiral™
Price$78.33
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets114.7B
BALCX vs VWENX Comparison Chart in %
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BALCX vs. VWENX commentary
Jul 11, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. VWENX (115B). VWENX pays higher dividends than BALCX: VWENX (2.09) vs BALCX (1.19). 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 : 6.70 vs. VWENX (1.67). BALCX return over 5 years is better than : 35.90 vs. VWENX (12.82).
BALCXVWENXBALCX / VWENX
Total Expense Ratio1.310.17771%
Annual Report Gross Expense Ratio1.310.17771%
Fund Existence24 years24 years-
Gain YTD7.5966.110124%
Front LoadN/AN/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets252B115B219%
Annual Yield % from dividends1.192.0957%
Returns for 1 year6.701.67402%
Returns for 3 years32.2614.44224%
Returns for 5 years35.9012.82280%
Returns for 10 years57.5828.43203%
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