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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Vanguard Wellington Admiral
Price$77.65
Change-$4.91 (-5.95%)
VolumeN/A
Net Assets120.44B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Feb 04, 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. VWENX (120B). VWENX pays higher dividends than BALFX: VWENX (2.13) vs BALFX (1.86). 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 : 11.33 vs. VWENX (4.49). BALFX return over 5 years is better than : 35.49 vs. VWENX (5.53).
| 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 | 2.457 | 0.596 | 412% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 120B | 225% |
| Annual Yield % from dividends | 1.86 | 2.13 | 88% |
| Returns for 1 year | 11.33 | 4.49 | 252% |
| Returns for 3 years | 36.69 | 17.08 | 215% |
| Returns for 5 years | 35.49 | 5.53 | 642% |
| Returns for 10 years | 87.98 | 41.96 | 210% |
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