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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Value Line Capital Appreciation Investor
Price$14.15
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets497.75M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B vs. VALIX (498M). BALCX pays higher dividends than VALIX: BALCX (1.18) vs VALIX (0.71). BALCX was incepted earlier than VALIX: BALCX (24 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 : 30.68 vs. BALCX (10.54). BALCX return over 5 years is better than : 32.47 vs. VALIX (22.42).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 24 years | 73 years | - |
| Gain YTD | 8.096 | 12.035 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 498M | 50,803% |
| Annual Yield % from dividends | 1.18 | 0.71 | 167% |
| Returns for 1 year | 10.54 | 30.68 | 34% |
| Returns for 3 years | 28.43 | 44.57 | 64% |
| Returns for 5 years | 32.47 | 22.42 | 145% |
| Returns for 10 years | 56.72 | 52.05 | 109% |
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