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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$36.58
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Value Line Capital Appreciation Investor
Price$14.22
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets495.42M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. VALIX (495M). BALCX pays higher dividends than VALIX: BALCX (1.19) 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 : 21.73 vs. BALCX (6.23). BALCX return over 5 years is better than : 34.75 vs. VALIX (25.26).
| 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 | 7.714 | 12.589 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 495M | 50,909% |
| Annual Yield % from dividends | 1.19 | 0.71 | 167% |
| Returns for 1 year | 6.23 | 21.73 | 29% |
| Returns for 3 years | 33.48 | 60.38 | 55% |
| Returns for 5 years | 34.75 | 25.26 | 138% |
| Returns for 10 years | 55.47 | 50.46 | 110% |
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