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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$37.50
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets256.44B
Vanguard Wellington™ I
Price$46.57
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets115.8B
BALFX vs VWELX Comparison Chart in %
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BALFX vs. VWELX commentary
Aug 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: 256B vs. VWELX (116B). VWELX pays higher dividends than BALFX: VWELX (1.99) vs BALFX (1.79). 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 : 9.17 vs. VWELX (5.02). BALFX return over 5 years is better than : 38.20 vs. VWELX (11.41).
| 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 | 9.981 | 9.453 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 1.79 | 1.99 | 90% |
| Returns for 1 year | 9.17 | 5.02 | 183% |
| Returns for 3 years | 29.87 | 10.36 | 288% |
| Returns for 5 years | 38.20 | 11.41 | 335% |
| Returns for 10 years | 66.16 | 30.57 | 216% |
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