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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Value Line Capital Appreciation Investor
Price$15.26
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets539.92M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. VALIX (540M). BALCX pays higher dividends than VALIX: BALCX (1.12) vs VALIX (0.66). BALCX was incepted earlier than VALIX: BALCX (25 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 : 28.13 vs. BALCX (9.16). BALCX return over 5 years is better than : 38.15 vs. VALIX (25.44).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 73 years | - |
| Gain YTD | 13.806 | 20.823 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 540M | 49,259% |
| Annual Yield % from dividends | 1.12 | 0.66 | 169% |
| Returns for 1 year | 9.16 | 28.13 | 33% |
| Returns for 3 years | 48.04 | 76.60 | 63% |
| Returns for 5 years | 38.15 | 25.44 | 150% |
| Returns for 10 years | 68.87 | 72.69 | 95% |
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