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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$36.82
Change+$0.21 (+0.57%)
VolumeN/A
Net Assets252.22B
Vanguard Wellington™ Admiral™
Price$78.33
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets114.7B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Jul 11, 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.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. VWENX (115B). VWENX pays higher dividends than BALFX: VWENX (2.09) vs BALFX (1.81). 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 : 7.46 vs. VWENX (1.67). BALFX return over 5 years is better than : 40.02 vs. VWENX (12.82).
| BALFX | VWENX | BALFX / VWENX | |
| Total Expense Ratio | 0.61 | 0.17 | 359% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 7.987 | 6.110 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 115B | 219% |
| Annual Yield % from dividends | 1.81 | 2.09 | 86% |
| Returns for 1 year | 7.46 | 1.67 | 447% |
| Returns for 3 years | 34.74 | 14.44 | 241% |
| Returns for 5 years | 40.02 | 12.82 | 312% |
| Returns for 10 years | 64.41 | 28.43 | 227% |
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