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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Vanguard Wellington I
Price$44.97
Change-$2.84 (-5.94%)
VolumeN/A
Net Assets120.44B
BALFX vs VWELX Comparison Chart in %
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BALFX vs. VWELX commentary
Feb 05, 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 BALFX is a Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. VWELX (120B). VWELX pays higher dividends than BALFX: VWELX (2.05) vs BALFX (1.86). 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 : 11.33 vs. VWELX (4.44). BALFX return over 5 years is better than : 35.49 vs. VWELX (5.33).
| 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 | 2.457 | 0.582 | 422% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 120B | 225% |
| Annual Yield % from dividends | 1.86 | 2.05 | 91% |
| Returns for 1 year | 11.33 | 4.44 | 255% |
| Returns for 3 years | 36.69 | 16.91 | 217% |
| Returns for 5 years | 35.49 | 5.33 | 666% |
| Returns for 10 years | 87.98 | 41.47 | 212% |
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