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FBALX vs VWELX
FBALX vs VWELX Comparison
Open Charts FBALX vs VWELX
Fidelity Balanced
Price$32.09
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets58.76B
Vanguard Wellington™ I
Price$46.88
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets117.1B
FBALX vs VWELX Comparison Chart in %
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FBALX vs. VWELX commentary
Sep 08, 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 FBALX is a StrongBuy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
VWELX has more cash in the bank: 117B vs. FBALX (58.8B). VWELX pays higher dividends than FBALX: VWELX (1.96) vs FBALX (1.67). FBALX was incepted earlier than VWELX: FBALX (39 years) vs VWELX (96 years). FBALX (0.47) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than VWELX: FBALX (0) vs VWELX (3000). FBALX annual gain was more profitable for investors over the last year : 9.43 vs. VWELX (4.79). FBALX return over 5 years is better than : 28.13 vs. VWELX (11.51).
| FBALX | VWELX | FBALX / VWELX | |
| Total Expense Ratio | 0.47 | 0.25 | 188% |
| Annual Report Gross Expense Ratio | 0.47 | 0.25 | 188% |
| Fund Existence | 39 years | 96 years | - |
| Gain YTD | 9.568 | 10.229 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8B | 117B | 50% |
| Annual Yield % from dividends | 1.67 | 1.96 | 85% |
| Returns for 1 year | 9.43 | 4.79 | 197% |
| Returns for 3 years | 34.66 | 18.81 | 184% |
| Returns for 5 years | 28.13 | 11.51 | 244% |
| Returns for 10 years | 61.43 | 37.64 | 163% |
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