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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Value Line Capital Appreciation Investor
Price$13.00
Change-$0.23 (-1.74%)
VolumeN/A
Net Assets474.34M
BALCX vs VALIX Comparison Chart
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BALCX vs. VALIX commentary
Feb 23, 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: 242B vs. VALIX (474M). 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 : 20.06 vs. BALCX (8.38). BALCX return over 5 years is better than : 26.14 vs. VALIX (23.23).
| 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 | 2.790 | 2.930 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 474M | 51,055% |
| Annual Yield % from dividends | 1.59 | 0.68 | 233% |
| Returns for 1 year | 8.38 | 20.06 | 42% |
| Returns for 3 years | 15.69 | 20.30 | 77% |
| Returns for 5 years | 26.14 | 23.23 | 113% |
| Returns for 10 years | 46.66 | 39.07 | 119% |
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