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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets262.74B
Vanguard Wellington Admiral
Price$82.54
Change-$0.45 (-0.54%)
VolumeN/A
Net Assets121.35B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Nov 20, 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 Hold and VWENX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. VWENX (121B). VWENX pays higher dividends than BALFX: VWENX (1.93) vs BALFX (1.70). BALFX was incepted earlier than VWENX: BALFX (25 years) vs VWENX (25 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 : 8.79 vs. VWENX (4.36). BALFX return over 5 years is better than : 37.92 vs. VWENX (10.39).
| BALFX | VWENX | BALFX / VWENX | |
| Total Expense Ratio | 0.61 | 0.17 | 359% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 13.721 | 13.366 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 121B | 217% |
| Annual Yield % from dividends | 1.70 | 1.93 | 88% |
| Returns for 1 year | 8.79 | 4.36 | 202% |
| Returns for 3 years | 40.54 | 21.54 | 188% |
| Returns for 5 years | 37.92 | 10.39 | 365% |
| Returns for 10 years | 70.45 | 36.40 | 194% |
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