Interact to see
Advertisement
Advertisement
BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Vanguard Wellington™ I
Price$47.35
Change+$0.20 (+0.42%)
VolumeN/A
Net Assets117.1B
BALCX vs VWELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VWELX commentary
Sep 28, 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 BALCX is a Hold and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. VWELX (117B). VWELX pays higher dividends than BALCX: VWELX (1.96) vs BALCX (1.16). BALCX was incepted earlier than VWELX: BALCX (25 years) vs VWELX (96 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 : 7.28 vs. VWELX (3.68). BALCX return over 5 years is better than : 40.11 vs. VWELX (15.94).
| 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 | 96 years | - |
| Gain YTD | 12.568 | 11.638 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 117B | 224% |
| Annual Yield % from dividends | 1.16 | 1.96 | 59% |
| Returns for 1 year | 7.28 | 3.68 | 198% |
| Returns for 3 years | 48.24 | 27.99 | 172% |
| Returns for 5 years | 40.11 | 15.94 | 252% |
| Returns for 10 years | 74.67 | 43.28 | 173% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement