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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Value Line Capital Appreciation Investor
Price$11.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets400.68M
BALCX vs VALIX Comparison Chart
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BALCX vs. VALIX commentary
Apr 18, 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: 225B vs. VALIX (401M). BALCX pays higher dividends than VALIX: BALCX (1.28) vs VALIX (0.83). BALCX was incepted earlier than VALIX: BALCX (24 years) vs VALIX (73 years). BALCX (1.32) is less costly to investors than VALIX (1.10). BALCX is a more actively managed with annual turnover of: 171.00 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 : 6.09 vs. BALCX (1.81). BALCX return over 5 years is better than : 27.72 vs. VALIX (22.98).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.32 | 1.10 | 120% |
| Annual Report Gross Expense Ratio | 1.32 | 1.10 | 120% |
| Fund Existence | 24 years | 73 years | - |
| Gain YTD | -3.896 | -8.630 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 401M | 56,110% |
| Annual Yield % from dividends | 1.28 | 0.83 | 154% |
| Returns for 1 year | 1.81 | 6.09 | 30% |
| Returns for 3 years | 8.04 | 9.78 | 82% |
| Returns for 5 years | 27.72 | 22.98 | 121% |
| Returns for 10 years | 38.61 | 23.06 | 167% |
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