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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ Admiral™
Price$80.41
Change-$0.67 (-0.83%)
VolumeN/A
CapitalizationN/A
BALFX vs VWENX Comparison Chart
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BALFX vs. VWENX commentary
Nov 18, 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 StrongBuy and VWENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B 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 : 20.84 vs. VWENX (14.78). BALFX return over 5 years is better than : 34.76 vs. VWENX (12.13).
| 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 | 13.997 | 13.658 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 112B | 211% |
| Annual Yield % from dividends | 2.21 | 2.19 | 101% |
| Returns for 1 year | 20.84 | 14.78 | 141% |
| Returns for 3 years | 10.40 | -5.88 | -177% |
| Returns for 5 years | 34.76 | 12.13 | 286% |
| Returns for 10 years | 50.51 | 27.01 | 187% |