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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
Vanguard Wellington™ I
Price$43.83
Change-$0.41 (-0.93%)
VolumeN/A
Net Assets114.05B
BALFX vs VWELX Comparison Chart
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BALFX vs. VWELX commentary
Feb 23, 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 Hold and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 245B vs. VWELX (114B). BALFX (2.21) and VWELX (2.11) have matching dividends . BALFX was incepted earlier than VWELX: BALFX (24 years) vs VWELX (96 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). 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 : 9.19 vs. VWELX (5.07). BALFX return over 5 years is better than : 29.96 vs. VWELX (4.43).
| BALFX | VWELX | BALFX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 96 years | - |
| Gain YTD | 2.886 | 3.292 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 114B | 215% |
| Annual Yield % from dividends | 2.21 | 2.11 | 105% |
| Returns for 1 year | 9.19 | 5.07 | 181% |
| Returns for 3 years | 17.52 | 1.97 | 891% |
| Returns for 5 years | 29.96 | 4.43 | 676% |
| Returns for 10 years | 52.44 | 21.99 | 238% |
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