Interact to see
Advertisement
Advertisement
BALCX vs VWENX
BALCX vs VWENX Comparison
Open Charts BALCX vs VWENX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Vanguard Wellington Admiral
Price$77.86
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets122.29B
BALCX vs VWENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VWENX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. VWENX (122B). 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 : 8.47 vs. VWENX (-3.76). BALCX return over 5 years is better than : 30.89 vs. VWENX (1.84).
| 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 | 10.092 | 6.358 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 122B | 220% |
| Annual Yield % from dividends | 1.08 | 1.91 | 57% |
| Returns for 1 year | 8.47 | -3.76 | -225% |
| Returns for 3 years | 35.24 | 14.22 | 248% |
| Returns for 5 years | 30.89 | 1.84 | 1,683% |
| Returns for 10 years | 65.54 | 34.23 | 192% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JAAA | 50.54 | 0.05 | +0.10% |
| Janus Henderson AAA CLO ETF | |||
| QWLD | 144.30 | 0.10 | +0.07% |
| SPDR® MSCI World StrategicFactors ETF | |||
| RSPH | 32.13 | N/A | N/A |
| Invesco S&P 500® Equal Wt Hlth Care ETF | |||
| QDWN | 8.66 | N/A | N/A |
| Dailydelta Q100 Downside Option Strategy ETF | |||
| PWS | 32.83 | -0.12 | -0.36% |
| Pacer WealthShield ETF | |||