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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$12.78
Change-$0.52 (-3.91%)
VolumeN/A
CapitalizationN/A
BALCX vs VALIX Comparison Chart
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BALCX vs. VALIX commentary
Dec 19, 2024
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 StrongBuy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. VALIX (488M). BALCX pays higher dividends than VALIX: BALCX (1.59) vs VALIX (0.68). BALCX was incepted earlier than VALIX: BALCX (24 years) vs VALIX (72 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. VALIX (52.00). 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 : 28.01 vs. BALCX (11.89). VALIX return over 5 years is better than : 32.12 vs. BALCX (28.93).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 72 years | - |
| Gain YTD | 10.937 | 26.667 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 488M | 49,385% |
| Annual Yield % from dividends | 1.59 | 0.68 | 233% |
| Returns for 1 year | 11.89 | 28.01 | 42% |
| Returns for 3 years | 10.17 | 11.26 | 90% |
| Returns for 5 years | 28.93 | 32.12 | 90% |
| Returns for 10 years | 40.96 | 45.11 | 91% |
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