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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Vanguard Wellington™ Admiral™
Price$82.35
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets119.52B
BALCX vs VWENX Comparison Chart in %
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BALCX vs. VWENX commentary
Oct 21, 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. VWENX (120B). VWENX pays higher dividends than BALCX: VWENX (1.97) vs BALCX (1.12). BALCX was incepted earlier than VWENX: BALCX (25 years) vs VWENX (24 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 : 7.88 vs. VWENX (3.86). BALCX return over 5 years is better than : 37.80 vs. VWENX (12.34).
| 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 | 24 years | - |
| Gain YTD | 13.983 | 12.492 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 120B | 222% |
| Annual Yield % from dividends | 1.12 | 1.97 | 57% |
| Returns for 1 year | 7.88 | 3.86 | 204% |
| Returns for 3 years | 47.51 | 27.43 | 173% |
| Returns for 5 years | 37.80 | 12.34 | 306% |
| Returns for 10 years | 67.75 | 37.67 | 180% |