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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$36.64
Change+$0.09 (+0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ Admiral™
Price$81.73
Change+$0.18 (+0.22%)
VolumeN/A
CapitalizationN/A
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BALCX vs VWENX Comparison Chart
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BALCX vs. VWENX commentary
Nov 11, 2024
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 StrongBuy and VWENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. VWENX (112B). VWENX pays higher dividends than BALCX: VWENX (2.19) vs BALCX (1.59). BALCX was incepted earlier than VWENX: BALCX (24 years) vs VWENX (24 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. VWENX (39.00). 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 : 25.99 vs. VWENX (19.94). BALCX return over 5 years is better than : 35.26 vs. VWENX (14.68).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 15.915 | 15.523 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 112B | 215% |
| Annual Yield % from dividends | 1.59 | 2.19 | 73% |
| Returns for 1 year | 25.99 | 19.94 | 130% |
| Returns for 3 years | 11.02 | -4.80 | -230% |
| Returns for 5 years | 35.26 | 14.68 | 240% |
| Returns for 10 years | 48.94 | 29.63 | 165% |