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BALCX vs VWENX
BALCX vs VWENX Comparison
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BALCX vs VWENX Comparison Chart in %
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BALCX vs. VWENX commentary
Aug 03, 2026
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: 288B vs. VWENX (123B). VWENX pays higher dividends than BALCX: VWENX (2.05) vs BALCX (1.16). BALCX was incepted earlier than VWENX: BALCX (25 years) vs VWENX (25 years). BALCX (1.30) is less costly to investors than VWENX (0.16). VWENX is a more actively managed with annual turnover of: 62.00 vs. BALCX (50.00). 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 : 10.48 vs. VWENX (2.94). BALCX return over 5 years is better than : 28.31 vs. VWENX (-0.14).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | 1.30 | 0.16 | 813% |
| Annual Report Gross Expense Ratio | 1.30 | 0.16 | 813% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 7.959 | 5.002 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 123B | 234% |
| Annual Yield % from dividends | 1.16 | 2.05 | 56% |
| Returns for 1 year | 10.48 | 2.94 | 357% |
| Returns for 3 years | 35.58 | 16.77 | 212% |
| Returns for 5 years | 28.31 | -0.14 | -19,844% |
| Returns for 10 years | 73.63 | 33.86 | 217% |
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