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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Value Line Capital Appreciation Investor
Price$12.99
Change+$0.14 (+1.09%)
VolumeN/A
Net Assets477.08M
BALCX vs VALIX Comparison Chart
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BALCX vs. VALIX commentary
Jan 19, 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 Buy and VALIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. VALIX (477M). 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 : 26.46 vs. BALCX (11.44). BALCX (25.92) and VALIX (24.88) have equivalent 5 years return.
| 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 | 1.938 | 2.850 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 477M | 50,314% |
| Annual Yield % from dividends | 1.59 | 0.68 | 233% |
| Returns for 1 year | 11.44 | 26.46 | 43% |
| Returns for 3 years | 10.59 | 13.13 | 81% |
| Returns for 5 years | 25.92 | 24.88 | 104% |
| Returns for 10 years | 49.96 | 44.33 | 113% |
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