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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.63
Change-$1.00 (-2.10%)
VolumeN/A
CapitalizationN/A
BALFX vs VWELX Comparison Chart
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BALFX vs. VWELX commentary
Dec 19, 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 BALFX is a Hold and VWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. VWELX (116B). 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). VWELX annual gain was more profitable for investors over the last year : 17.52 vs. BALFX (12.54). BALFX return over 5 years is better than : 32.57 vs. VWELX (12.54).
| 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 | 11.522 | 16.211 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 116B | 208% |
| Annual Yield % from dividends | 2.21 | 2.11 | 105% |
| Returns for 1 year | 12.54 | 17.52 | 72% |
| Returns for 3 years | 11.70 | -3.87 | -302% |
| Returns for 5 years | 32.57 | 12.54 | 260% |
| Returns for 10 years | 46.34 | 28.33 | 164% |
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