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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
BALFX vs VWELX Comparison Chart in %
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BALFX vs. VWELX commentary
Jun 03, 2026
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: 279B vs. VWELX (121B). VWELX pays higher dividends than BALFX: VWELX (1.95) vs BALFX (1.75). BALFX was incepted earlier than VWELX: BALFX (25 years) vs VWELX (97 years). BALFX (0.61) is less costly to investors than VWELX (0.24). VWELX is a more actively managed with annual turnover of: 62.00 vs. BALFX (50.00). 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 : 17.70 vs. VWELX (10.17). BALFX return over 5 years is better than : 35.27 vs. VWELX (5.00).
| BALFX | VWELX | BALFX / VWELX | |
| Total Expense Ratio | 0.61 | 0.24 | 254% |
| Annual Report Gross Expense Ratio | 0.61 | 0.24 | 254% |
| Fund Existence | 25 years | 97 years | - |
| Gain YTD | 9.673 | 6.833 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 121B | 231% |
| Annual Yield % from dividends | 1.75 | 1.95 | 90% |
| Returns for 1 year | 17.70 | 10.17 | 174% |
| Returns for 3 years | 45.43 | 22.17 | 205% |
| Returns for 5 years | 35.27 | 5.00 | 705% |
| Returns for 10 years | 85.79 | 38.03 | 226% |
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