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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Vanguard Wellington™ Admiral™
Price$75.04
Change+$0.50 (+0.67%)
VolumeN/A
Net Assets112.27B
BALFX vs VWENX Comparison Chart
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BALFX vs. VWENX commentary
Jan 19, 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: 240B vs. VWENX (112B). 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). BALFX annual gain was more profitable for investors over the last year : 12.25 vs. VWENX (7.06). BALFX return over 5 years is better than : 29.72 vs. VWENX (3.23).
| 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 | 1.953 | 1.474 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 112B | 214% |
| Annual Yield % from dividends | 2.21 | 2.19 | 101% |
| Returns for 1 year | 12.25 | 7.06 | 173% |
| Returns for 3 years | 12.28 | -3.98 | -308% |
| Returns for 5 years | 29.72 | 3.23 | 920% |
| Returns for 10 years | 55.85 | 23.07 | 242% |
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