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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Vanguard Wellington™ Admiral™
Price$75.68
Change-$0.71 (-0.93%)
VolumeN/A
Net Assets114.05B
BALFX vs VWENX Comparison Chart
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BALFX vs. VWENX commentary
Feb 23, 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 Hold and VWENX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. VWENX (114B). BALFX (2.21) and VWENX (2.19) have matching dividends . BALFX was incepted earlier than VWENX: BALFX (24 years) vs VWENX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. VWENX (39.00). 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 : 9.19 vs. VWENX (4.12). BALFX return over 5 years is better than : 29.96 vs. VWENX (3.62).
| BALFX | VWENX | BALFX / VWENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.886 | 2.339 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 114B | 212% |
| Annual Yield % from dividends | 2.21 | 2.19 | 101% |
| Returns for 1 year | 9.19 | 4.12 | 223% |
| Returns for 3 years | 17.52 | 1.14 | 1,542% |
| Returns for 5 years | 29.96 | 3.62 | 827% |
| Returns for 10 years | 52.44 | 21.25 | 247% |
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