Interact to see
Advertisement
Advertisement
BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ I
Price$44.07
Change-$0.40 (-0.90%)
VolumeN/A
Net Assets110.88B
BALFX vs VWELX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. VWELX commentary
Jun 15, 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: 244B vs. VWELX (111B). VWELX pays higher dividends than BALFX: VWELX (2.09) vs BALFX (1.88). 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 : 5.26 vs. VWELX (0.15). BALFX return over 5 years is better than : 38.20 vs. VWELX (12.13).
| 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 | 4.438 | 3.248 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 1.88 | 2.09 | 90% |
| Returns for 1 year | 5.26 | 0.15 | 3,447% |
| Returns for 3 years | 32.52 | 15.23 | 214% |
| Returns for 5 years | 38.20 | 12.13 | 315% |
| Returns for 10 years | 57.60 | 22.90 | 252% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement