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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
Vanguard Wellington™ I
Price$46.88
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets117.1B
BALFX vs VWELX Comparison Chart in %
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BALFX vs. VWELX commentary
Sep 07, 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: 258B vs. VWELX (117B). VWELX pays higher dividends than BALFX: VWELX (1.96) vs BALFX (1.77). 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 : 9.94 vs. VWELX (4.79). BALFX return over 5 years is better than : 39.60 vs. VWELX (11.51).
| 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 | 11.360 | 10.229 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 117B | 221% |
| Annual Yield % from dividends | 1.77 | 1.96 | 90% |
| Returns for 1 year | 9.94 | 4.79 | 208% |
| Returns for 3 years | 39.77 | 18.81 | 211% |
| Returns for 5 years | 39.60 | 11.51 | 344% |
| Returns for 10 years | 75.07 | 37.64 | 199% |
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