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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Vanguard Wellington™ I
Price$41.01
Change-$1.19 (-2.82%)
VolumeN/A
Net Assets113.09B
BALFX vs VWELX Comparison Chart
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BALFX vs. VWELX commentary
Apr 05, 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: 235B vs. VWELX (113B). VWELX pays higher dividends than BALFX: VWELX (2.17) vs BALFX (1.95). BALFX was incepted earlier than VWELX: BALFX (24 years) vs VWELX (96 years). BALFX (0.62) is less costly to investors than VWELX (0.26). BALFX is a more actively managed with annual turnover of: 171.00 vs. VWELX (61.00). 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 : 1.33 vs. VWELX (-0.78). BALFX return over 5 years is better than : 45.99 vs. VWELX (22.10).
| BALFX | VWELX | BALFX / VWELX | |
| Total Expense Ratio | 0.62 | 0.26 | 238% |
| Annual Report Gross Expense Ratio | 0.62 | 0.26 | 238% |
| Fund Existence | 24 years | 96 years | - |
| Gain YTD | -2.155 | -1.134 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 113B | 208% |
| Annual Yield % from dividends | 1.95 | 2.17 | 90% |
| Returns for 1 year | 1.33 | -0.78 | -170% |
| Returns for 3 years | 9.14 | -4.06 | -225% |
| Returns for 5 years | 45.99 | 22.10 | 208% |
| Returns for 10 years | 47.77 | 18.16 | 263% |