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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ Admiral™
Price$76.11
Change-$0.69 (-0.90%)
VolumeN/A
Net Assets110.88B
BALFX vs VWENX Comparison Chart
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BALFX vs. VWENX commentary
Jun 15, 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: 244B vs. VWENX (111B). VWENX pays higher dividends than BALFX: VWENX (2.17) vs BALFX (1.88). 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 : 5.26 vs. VWENX (0.19). BALFX return over 5 years is better than : 38.20 vs. VWENX (12.35).
| 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 | 4.438 | 3.285 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 1.88 | 2.17 | 87% |
| Returns for 1 year | 5.26 | 0.19 | 2,745% |
| Returns for 3 years | 32.52 | 15.38 | 211% |
| Returns for 5 years | 38.20 | 12.35 | 309% |
| Returns for 10 years | 57.60 | 23.30 | 247% |
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