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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$34.31
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Vanguard Wellington™ I
Price$42.30
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets106.94B
BALFX vs VWELX Comparison Chart
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BALFX vs. VWELX commentary
May 12, 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: 234B vs. VWELX (107B). 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 (0.61) 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 : 4.18 vs. VWELX (-1.44). BALFX return over 5 years is better than : 36.45 vs. VWELX (10.80).
| 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 | 0.331 | -0.899 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 107B | 219% |
| Annual Yield % from dividends | 1.95 | 2.17 | 90% |
| Returns for 1 year | 4.18 | -1.44 | -291% |
| Returns for 3 years | 21.45 | 5.56 | 386% |
| Returns for 5 years | 36.45 | 10.80 | 338% |
| Returns for 10 years | 50.68 | 17.84 | 284% |
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