BALFX
Price
$36.82
Change
+$0.21 (+0.57%)
Updated
Jul 9 closing price
Net Assets
252.22B
VWENX
Price
$78.50
Change
+$0.17 (+0.22%)
Updated
Jul 10 closing price
Net Assets
114.7B
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BALFX vs VWENX

Header iconBALFX vs VWENX Comparison
Open Charts BALFX vs VWENXBanner chart's image
American Funds American Balanced F1
Price$36.82
Change+$0.21 (+0.57%)
VolumeN/A
Net Assets252.22B
Vanguard Wellington™ Admiral™
Price$78.50
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets114.7B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Jul 11, 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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. VWENX (115B). VWENX pays higher dividends than BALFX: VWENX (2.09) vs BALFX (1.81). BALFX was incepted earlier than VWENX: BALFX (24 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 : 7.46 vs. VWENX (1.46). BALFX return over 5 years is better than : 40.02 vs. VWENX (13.44).
BALFXVWENXBALFX / VWENX
Total Expense Ratio0.610.17359%
Annual Report Gross Expense Ratio0.610.17359%
Fund Existence24 years24 years-
Gain YTD7.9876.696119%
Front LoadN/AN/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets252B115B219%
Annual Yield % from dividends1.812.0986%
Returns for 1 year7.461.46512%
Returns for 3 years34.7415.57223%
Returns for 5 years40.0213.44298%
Returns for 10 years64.4128.37227%
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