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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Vanguard Wellington Admiral
Price$77.65
Change-$4.91 (-5.95%)
VolumeN/A
Net Assets120.44B
BALCX vs VWENX Comparison Chart in %
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BALCX vs. VWENX 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. VWENX (120B). VWENX pays higher dividends than BALCX: VWENX (2.13) vs BALCX (1.25). 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 : 10.51 vs. VWENX (4.49). BALCX return over 5 years is better than : 31.49 vs. VWENX (5.53).
| 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 | 2.396 | 0.596 | 402% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 120B | 225% |
| Annual Yield % from dividends | 1.25 | 2.13 | 59% |
| Returns for 1 year | 10.51 | 4.49 | 234% |
| Returns for 3 years | 33.72 | 17.08 | 197% |
| Returns for 5 years | 31.49 | 5.53 | 570% |
| Returns for 10 years | 79.52 | 41.96 | 190% |
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