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FBALX or VWELX or VWINX
FBALX vs VWELX vs VWINX Comparison
Open Charts FBALX vs VWELX vs VWINX
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
Vanguard Wellesley® Income I
Price$26.38
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets49.02B
FBALX vs VWELX vs VWINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VWELX has more cash in the bank: 117B vs. FBALX (58.8B) and VWINX (49B). VWINX pays higher dividends than VWELX and FBALX: VWINX (3.44) vs VWELX (1.96) and FBALX (1.67). FBALX was incepted earlier than VWELX and VWINX: FBALX (39 years) vs VWELX (96 years) and VWINX (55 years). FBALX (0.47) is less costly to investors than VWELX (0.25) and VWINX (0.23). VWELX and VWINX is a more actively managed with annual turnover of: 61.00 and 59.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than VWELX and VWINX: FBALX (0) vs VWELX (3000) and VWINX (3000). FBALX annual gain was more profitable for investors over the last year : 9.43 vs. VWELX (4.79) and VWINX (3.05). FBALX return over 5 years is better than : 28.13 vs. VWELX (11.51) and VWINX (4.47).
| FBALX | VWELX | VWINX | |
| Total Expense Ratio | 0.47 | 0.25 | 0.23 |
| Annual Report Gross Expense Ratio | 0.47 | 0.25 | 0.23 |
| Fund Existence | 39 years | 96 years | 55 years |
| Gain YTD | 9.568 | 10.229 | 7.843 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 3000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 58.8B | 117B | 49B |
| Annual Yield % from dividends | 1.67 | 1.96 | 3.44 |
| Returns for 1 year | 9.43 | 4.79 | 3.05 |
| Returns for 3 years | 34.66 | 18.81 | 10.56 |
| Returns for 5 years | 28.13 | 11.51 | 4.47 |
| Returns for 10 years | 61.43 | 37.64 | 28.72 |
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