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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
Vanguard Wellington™ Admiral™
Price$70.50
Change+$0.83 (+1.19%)
VolumeN/A
Net Assets107.97B
BALFX vs VWENX Comparison Chart
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BALFX vs. VWENX commentary
Apr 24, 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: 225B vs. VWENX (108B). VWENX pays higher dividends than BALFX: VWENX (2.25) vs BALFX (1.95). BALFX was incepted earlier than VWENX: BALFX (24 years) vs VWENX (24 years). BALFX (0.62) is less costly to investors than VWENX (0.18). BALFX is a more actively managed with annual turnover of: 171.00 vs. VWENX (61.00). 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 : 1.62 vs. VWENX (-4.48). BALFX return over 5 years is better than : 32.51 vs. VWENX (6.38).
| BALFX | VWENX | BALFX / VWENX | |
| Total Expense Ratio | 0.62 | 0.18 | 344% |
| Annual Report Gross Expense Ratio | 0.62 | 0.18 | 344% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -3.792 | -7.015 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 108B | 208% |
| Annual Yield % from dividends | 1.95 | 2.25 | 87% |
| Returns for 1 year | 1.62 | -4.48 | -36% |
| Returns for 3 years | 11.97 | -4.43 | -270% |
| Returns for 5 years | 32.51 | 6.38 | 510% |
| Returns for 10 years | 43.23 | 9.86 | 438% |