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BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$36.96
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Vanguard Wellington™ Admiral™
Price$79.94
Change-$0.30 (-0.37%)
VolumeN/A
Net Assets115.8B
BALCX vs VWENX Comparison Chart in %
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BALCX vs. VWENX commentary
Aug 20, 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: 256B vs. VWENX (116B). VWENX pays higher dividends than BALCX: VWENX (2.06) vs BALCX (1.18). BALCX was incepted earlier than VWENX: BALCX (24 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 : 7.01 vs. VWENX (3.73). BALCX return over 5 years is better than : 33.97 vs. VWENX (11.52).
| BALCX | VWENX | BALCX / VWENX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.245 | 9.297 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 1.18 | 2.06 | 57% |
| Returns for 1 year | 7.01 | 3.73 | 188% |
| Returns for 3 years | 28.62 | 11.65 | 246% |
| Returns for 5 years | 33.97 | 11.52 | 295% |
| Returns for 10 years | 65.17 | 35.84 | 182% |
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