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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$35.05
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ Admiral™
Price$82.25
Change-$0.33 (-0.40%)
VolumeN/A
CapitalizationN/A
BALFX vs VWENX Comparison Chart
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BALFX vs. VWENX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 230B vs. VWENX (116B). 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). VWENX annual gain was more profitable for investors over the last year : 17.58 vs. BALFX (12.54). BALFX return over 5 years is better than : 32.57 vs. VWENX (12.71).
| 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 | 11.522 | 16.258 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 116B | 198% |
| Annual Yield % from dividends | 2.21 | 2.19 | 101% |
| Returns for 1 year | 12.54 | 17.58 | 71% |
| Returns for 3 years | 11.70 | -3.77 | -310% |
| Returns for 5 years | 32.57 | 12.71 | 256% |
| Returns for 10 years | 46.34 | 28.76 | 161% |
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