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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Vanguard Wellington Admiral
Price$84.64
Change+$0.14 (+0.17%)
VolumeN/A
Net Assets121.35B
BALCX vs VWENX Comparison Chart in %
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BALCX vs. VWENX commentary
Dec 04, 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 StrongBuy and VWENX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. VWENX (121B). VWENX pays higher dividends than BALCX: VWENX (1.91) vs BALCX (1.08). BALCX was incepted earlier than VWENX: BALCX (25 years) vs VWENX (25 years). BALCX (1.31) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than VWENX: BALCX (250) vs VWENX (50000). BALCX annual gain was more profitable for investors over the last year : 8.45 vs. VWENX (3.90). BALCX return over 5 years is better than : 34.89 vs. VWENX (10.65).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 15.810 | 15.237 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 121B | 222% |
| Annual Yield % from dividends | 1.08 | 1.91 | 57% |
| Returns for 1 year | 8.45 | 3.90 | 216% |
| Returns for 3 years | 37.32 | 19.73 | 189% |
| Returns for 5 years | 34.89 | 10.65 | 328% |
| Returns for 10 years | 66.76 | 38.75 | 172% |
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