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BALFX vs VWELX
BALFX vs VWELX Comparison
Open Charts BALFX vs VWELX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Vanguard Wellington I
Price$48.96
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets121.35B
BALFX vs VWELX Comparison Chart in %
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BALFX vs. VWELX commentary
Nov 14, 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 Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. VWELX (121B). VWELX pays higher dividends than BALFX: VWELX (1.86) vs BALFX (1.70). BALFX was incepted earlier than VWELX: BALFX (25 years) vs VWELX (96 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 : 9.94 vs. VWELX (5.07). BALFX return over 5 years is better than : 41.19 vs. VWELX (12.22).
| 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 | 96 years | - |
| Gain YTD | 16.221 | 15.434 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 121B | 222% |
| Annual Yield % from dividends | 1.70 | 1.86 | 91% |
| Returns for 1 year | 9.94 | 5.07 | 196% |
| Returns for 3 years | 43.43 | 24.06 | 180% |
| Returns for 5 years | 41.19 | 12.22 | 337% |
| Returns for 10 years | 77.81 | 41.46 | 188% |
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