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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$39.70
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
Vanguard Wellington Admiral
Price$84.21
Change-$0.85 (-1.00%)
VolumeN/A
Net Assets122.29B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Dec 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 StrongBuy and VWENX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. VWENX (122B). VWENX pays higher dividends than BALFX: VWENX (1.91) vs BALFX (1.67). BALFX was incepted earlier than VWENX: BALFX (25 years) vs VWENX (25 years). BALFX (0.61) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than VWENX: BALFX (250) vs VWENX (50000). BALFX annual gain was more profitable for investors over the last year : 10.59 vs. VWENX (4.26). BALFX return over 5 years is better than : 40.67 vs. VWENX (11.79).
| BALFX | VWENX | BALFX / VWENX | |
| Total Expense Ratio | 0.61 | 0.17 | 359% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 18.221 | 16.194 | 113% |
| 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 | 1.67 | 1.91 | 87% |
| Returns for 1 year | 10.59 | 4.26 | 249% |
| Returns for 3 years | 43.72 | 22.14 | 197% |
| Returns for 5 years | 40.67 | 11.79 | 345% |
| Returns for 10 years | 80.57 | 43.43 | 186% |
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