BALFX
Price
$34.25
Change
+$0.14 (+0.41%)
Updated
Apr 1 closing price
Net Assets
233.54B
VWENX
Price
$72.56
Change
+$0.24 (+0.33%)
Updated
Apr 1 closing price
Net Assets
113.09B
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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$34.25
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets233.54B
Vanguard Wellington™ Admiral™
Price$72.56
Change+$0.24 (+0.33%)
VolumeN/A
Net Assets113.09B
BALFX vs VWENX Comparison Chart
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BALFX vs. VWENX commentary
Apr 03, 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: 234B vs. VWENX (113B). VWENX pays higher dividends than BALFX: VWENX (2.25) vs BALFX (1.95). BALFX was incepted earlier than VWENX: BALFX (24 years) vs VWENX (24 years). BALFX (0.62) is less costly to investors than VWENX (0.18). BALFX is a more actively managed with annual turnover of: 171.00 vs. VWENX (61.00). 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 : 3.44 vs. VWENX (-1.91). BALFX return over 5 years is better than : 48.42 vs. VWENX (20.03).
BALFXVWENXBALFX / VWENX
Total Expense Ratio0.620.18344%
Annual Report Gross Expense Ratio0.620.18344%
Fund Existence24 years24 years-
Gain YTD0.156-1.858-8%
Front LoadN/AN/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets234B113B207%
Annual Yield % from dividends1.952.2587%
Returns for 1 year3.44-1.91-181%
Returns for 3 years12.06-4.38-275%
Returns for 5 years48.4220.03242%
Returns for 10 years51.9318.12287%
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