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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$37.50
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets256.44B
Vanguard Wellington™ Admiral™
Price$80.41
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets115.8B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Aug 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: 256B vs. VWENX (116B). VWENX pays higher dividends than BALFX: VWENX (2.06) vs BALFX (1.79). 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 : 9.17 vs. VWENX (5.07). BALFX return over 5 years is better than : 38.20 vs. VWENX (11.60).
| 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 | 9.981 | 9.488 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 1.79 | 2.06 | 87% |
| Returns for 1 year | 9.17 | 5.07 | 181% |
| Returns for 3 years | 29.87 | 10.49 | 285% |
| Returns for 5 years | 38.20 | 11.60 | 329% |
| Returns for 10 years | 66.16 | 31.00 | 213% |