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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
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.
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).
| 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 | 7.596 | 6.110 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 115B | 219% |
| Annual Yield % from dividends | 1.19 | 2.09 | 57% |
| Returns for 1 year | 6.70 | 1.67 | 402% |
| Returns for 3 years | 32.26 | 14.44 | 224% |
| Returns for 5 years | 35.90 | 12.82 | 280% |
| Returns for 10 years | 57.58 | 28.43 | 203% |
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