BALFX
Price
$37.76
Change
+$0.23 (+0.61%)
Updated
Sep 4 closing price
Net Assets
256.16B
VWENX
Price
$81.05
Change
+$0.50 (+0.62%)
Updated
Sep 4 closing price
Net Assets
115.8B
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BALFX vs VWENX

Header iconBALFX vs VWENX Comparison
Open Charts BALFX vs VWENXBanner chart's image
American Funds American Balanced F1
Price$37.76
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets256.16B
Vanguard Wellington™ Admiral™
Price$81.05
Change+$0.50 (+0.62%)
VolumeN/A
Net Assets115.8B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Sep 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 Buy and VWENX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. VWENX (116B). VWENX pays higher dividends than BALFX: VWENX (2.04) vs BALFX (1.77). BALFX was incepted earlier than VWENX: BALFX (24 years) vs VWENX (24 years). BALFX (0.61) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than VWENX: BALFX (250) vs VWENX (50000). BALFX annual gain was more profitable for investors over the last year : 9.05 vs. VWENX (4.31). BALFX return over 5 years is better than : 38.83 vs. VWENX (11.15).
BALFXVWENXBALFX / VWENX
Total Expense Ratio0.610.17359%
Annual Report Gross Expense Ratio0.610.17359%
Fund Existence24 years24 years-
Gain YTD10.7449.720111%
Front LoadN/AN/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets256B116B221%
Annual Yield % from dividends1.772.0487%
Returns for 1 year9.054.31210%
Returns for 3 years38.0817.83214%
Returns for 5 years38.8311.15348%
Returns for 10 years76.6939.49194%
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