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BALCX vs VWELX
BALCX vs VWELX Comparison
Open Charts BALCX vs VWELX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Vanguard Wellington I
Price$48.34
Change-$0.62 (-1.27%)
VolumeN/A
Net Assets121.35B
BALCX vs VWELX Comparison Chart in %
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BALCX vs. VWELX commentary
Nov 14, 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 Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. VWELX (121B). VWELX pays higher dividends than BALCX: VWELX (1.86) vs BALCX (1.10). 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 : 9.12 vs. VWELX (5.07). BALCX return over 5 years is better than : 37.03 vs. VWELX (12.22).
| 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 | 15.516 | 15.434 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 121B | 222% |
| Annual Yield % from dividends | 1.10 | 1.86 | 59% |
| Returns for 1 year | 9.12 | 5.07 | 180% |
| Returns for 3 years | 40.63 | 24.06 | 169% |
| Returns for 5 years | 37.03 | 12.22 | 303% |
| Returns for 10 years | 70.15 | 41.46 | 169% |
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