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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Vanguard Wellington™ I
Price$47.70
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets119.52B
BALFX vs VWELX Comparison Chart in %
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BALFX vs. VWELX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. VWELX (120B). VWELX pays higher dividends than BALFX: VWELX (1.90) vs BALFX (1.72). BALFX was incepted earlier than VWELX: BALFX (25 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 : 9.95 vs. VWELX (5.70). BALFX return over 5 years is better than : 42.29 vs. VWELX (13.35).
| BALFX | VWELX | BALFX / VWELX | |
| Total Expense Ratio | 0.61 | 0.25 | 244% |
| Annual Report Gross Expense Ratio | 0.61 | 0.25 | 244% |
| Fund Existence | 25 years | 96 years | - |
| Gain YTD | 14.398 | 12.629 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 120B | 222% |
| Annual Yield % from dividends | 1.72 | 1.90 | 91% |
| Returns for 1 year | 9.95 | 5.70 | 175% |
| Returns for 3 years | 51.00 | 28.19 | 181% |
| Returns for 5 years | 42.29 | 13.35 | 317% |
| Returns for 10 years | 76.38 | 38.20 | 200% |
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