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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Vanguard Wellington I
Price$45.10
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets122.29B
BALFX vs VWELX Comparison Chart in %
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BALFX vs. VWELX 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 BALFX is a StrongBuy and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. VWELX (122B). VWELX pays higher dividends than BALFX: VWELX (1.84) vs BALFX (1.67). BALFX was incepted earlier than VWELX: BALFX (25 years) vs VWELX (97 years). BALFX (0.61) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than VWELX: BALFX (250) vs VWELX (3000). BALFX annual gain was more profitable for investors over the last year : 9.10 vs. VWELX (-3.78). BALFX return over 5 years is better than : 34.67 vs. VWELX (1.69).
| BALFX | VWELX | BALFX / VWELX | |
| Total Expense Ratio | 0.61 | 0.25 | 244% |
| Annual Report Gross Expense Ratio | 0.61 | 0.25 | 244% |
| Fund Existence | 25 years | 97 years | - |
| Gain YTD | 10.722 | 6.334 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 122B | 220% |
| Annual Yield % from dividends | 1.67 | 1.84 | 91% |
| Returns for 1 year | 9.10 | -3.78 | -241% |
| Returns for 3 years | 37.97 | 14.11 | 269% |
| Returns for 5 years | 34.67 | 1.69 | 2,048% |
| Returns for 10 years | 73.06 | 33.81 | 216% |
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