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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Vanguard Wellington I
Price$44.97
Change-$2.84 (-5.94%)
VolumeN/A
Net Assets120.44B
BALCX vs VWELX Comparison Chart in %
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BALCX vs. VWELX commentary
Feb 04, 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 BALCX is a Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. VWELX (120B). VWELX pays higher dividends than BALCX: VWELX (2.05) vs BALCX (1.25). BALCX was incepted earlier than VWELX: BALCX (25 years) vs VWELX (97 years). BALCX (1.31) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than VWELX: BALCX (250) vs VWELX (3000). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. VWELX (4.44). BALCX return over 5 years is better than : 31.49 vs. VWELX (5.33).
| BALCX | VWELX | BALCX / VWELX | |
| Total Expense Ratio | 1.31 | 0.25 | 524% |
| Annual Report Gross Expense Ratio | 1.31 | 0.25 | 524% |
| Fund Existence | 25 years | 97 years | - |
| Gain YTD | 2.396 | 0.582 | 412% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 120B | 225% |
| Annual Yield % from dividends | 1.25 | 2.05 | 61% |
| Returns for 1 year | 10.51 | 4.44 | 237% |
| Returns for 3 years | 33.72 | 16.91 | 199% |
| Returns for 5 years | 31.49 | 5.33 | 591% |
| Returns for 10 years | 79.52 | 41.47 | 192% |
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