Interact to see
Advertisement
Advertisement
BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Value Line Capital Appreciation Investor
Price$14.91
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets527.56M
BALCX vs VALIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VALIX commentary
Nov 20, 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 BALCX is a Hold and VALIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. VALIX (528M). BALCX pays higher dividends than VALIX: BALCX (1.10) vs VALIX (0.64). BALCX was incepted earlier than VALIX: BALCX (25 years) vs VALIX (73 years). BALCX (1.31) is less costly to investors than VALIX (1.08). BALCX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). BALCX has a lower initial minimum investment than VALIX: BALCX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 16.10 vs. BALCX (8.17). BALCX return over 5 years is better than : 34.58 vs. VALIX (20.62).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 73 years | - |
| Gain YTD | 13.334 | 18.052 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 528M | 49,811% |
| Annual Yield % from dividends | 1.10 | 0.64 | 172% |
| Returns for 1 year | 8.17 | 16.10 | 51% |
| Returns for 3 years | 38.17 | 66.14 | 58% |
| Returns for 5 years | 34.58 | 20.62 | 168% |
| Returns for 10 years | 63.59 | 64.04 | 99% |