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BALFX vs VWENX
BALFX vs VWENX Comparison
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BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Aug 03, 2026
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: 288B vs. VWENX (123B). VWENX pays higher dividends than BALFX: VWENX (2.05) vs BALFX (1.78). BALFX was incepted earlier than VWENX: BALFX (25 years) vs VWENX (25 years). BALFX (0.61) is less costly to investors than VWENX (0.16). VWENX is a more actively managed with annual turnover of: 62.00 vs. BALFX (50.00). 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 : 11.29 vs. VWENX (2.94). BALFX return over 5 years is better than : 32.23 vs. VWENX (-0.14).
| BALFX | VWENX | BALFX / VWENX | |
| Total Expense Ratio | 0.61 | 0.16 | 381% |
| Annual Report Gross Expense Ratio | 0.61 | 0.16 | 381% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 8.372 | 5.002 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 123B | 234% |
| Annual Yield % from dividends | 1.78 | 2.05 | 87% |
| Returns for 1 year | 11.29 | 2.94 | 385% |
| Returns for 3 years | 38.49 | 16.77 | 230% |
| Returns for 5 years | 32.23 | -0.14 | -22,592% |
| Returns for 10 years | 82.24 | 33.86 | 243% |
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