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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$34.87
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Vanguard Wellington™ Admiral™
Price$74.49
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets106.94B
BALFX vs VWENX Comparison Chart
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BALFX vs. VWENX commentary
May 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 Buy and VWENX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. VWENX (107B). 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 (0.61) 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 : 4.73 vs. VWENX (-0.72). BALFX return over 5 years is better than : 37.91 vs. VWENX (12.28).
| 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 | 1.969 | 1.032 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 107B | 222% |
| Annual Yield % from dividends | 1.95 | 2.25 | 87% |
| Returns for 1 year | 4.73 | -0.72 | -659% |
| Returns for 3 years | 22.49 | 7.07 | 318% |
| Returns for 5 years | 37.91 | 12.28 | 309% |
| Returns for 10 years | 52.16 | 19.59 | 266% |
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