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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$38.37
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Vanguard Wellington™ Admiral™
Price$81.41
Change-$0.35 (-0.43%)
VolumeN/A
Net Assets117.1B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Sep 26, 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 (117B). VWENX pays higher dividends than BALFX: VWENX (2.04) vs BALFX (1.77). BALFX was incepted earlier than VWENX: BALFX (25 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 : 8.13 vs. VWENX (4.00). BALFX return over 5 years is better than : 43.94 vs. VWENX (16.15).
| 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 | 24 years | - |
| Gain YTD | 12.839 | 11.686 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 117B | 225% |
| Annual Yield % from dividends | 1.77 | 2.04 | 87% |
| Returns for 1 year | 8.13 | 4.00 | 203% |
| Returns for 3 years | 50.38 | 27.41 | 184% |
| Returns for 5 years | 43.94 | 16.15 | 272% |
| Returns for 10 years | 82.51 | 44.15 | 187% |
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