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BALFX vs VWENX
BALFX vs VWENX Comparison
Open Charts BALFX vs VWENX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Vanguard Wellington™ Admiral™
Price$82.35
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets119.52B
BALFX vs VWENX Comparison Chart in %
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BALFX vs. VWENX commentary
Oct 21, 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. VWENX (120B). VWENX pays higher dividends than BALFX: VWENX (1.97) vs BALFX (1.72). BALFX was incepted earlier than VWENX: BALFX (25 years) vs VWENX (24 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 : 8.67 vs. VWENX (3.86). BALFX return over 5 years is better than : 41.92 vs. VWENX (12.34).
| 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 | 24 years | - |
| Gain YTD | 14.603 | 12.492 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 120B | 222% |
| Annual Yield % from dividends | 1.72 | 1.97 | 88% |
| Returns for 1 year | 8.67 | 3.86 | 224% |
| Returns for 3 years | 50.44 | 27.43 | 184% |
| Returns for 5 years | 41.92 | 12.34 | 340% |
| Returns for 10 years | 75.26 | 37.67 | 200% |
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