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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
Vanguard Wellington™ I
Price$45.95
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets114.7B
BALFX vs VWELX Comparison Chart in %
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BALFX vs. VWELX commentary
Jul 26, 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 BALFX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. VWELX (115B). VWELX pays higher dividends than BALFX: VWELX (2.02) vs BALFX (1.81). BALFX was incepted earlier than VWELX: BALFX (24 years) vs VWELX (96 years). BALFX (0.61) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than VWELX: BALFX (250) vs VWELX (3000). BALFX annual gain was more profitable for investors over the last year : 10.22 vs. VWELX (5.10). BALFX return over 5 years is better than : 39.48 vs. VWELX (12.45).
| BALFX | VWELX | BALFX / VWELX | |
| Total Expense Ratio | 0.61 | 0.25 | 244% |
| Annual Report Gross Expense Ratio | 0.61 | 0.25 | 244% |
| Fund Existence | 24 years | 96 years | - |
| Gain YTD | 9.013 | 7.783 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 115B | 221% |
| Annual Yield % from dividends | 1.81 | 2.02 | 90% |
| Returns for 1 year | 10.22 | 5.10 | 200% |
| Returns for 3 years | 34.66 | 15.38 | 225% |
| Returns for 5 years | 39.48 | 12.45 | 317% |
| Returns for 10 years | 64.97 | 29.20 | 222% |
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