Ad is loading...
BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Value Line Capital Appreciation Investor
Price$12.57
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets429.03M
BALCX vs VALIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VALIX commentary
May 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 Buy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. VALIX (429M). BALCX pays higher dividends than VALIX: BALCX (1.29) vs VALIX (0.81). BALCX was incepted earlier than VALIX: BALCX (24 years) vs VALIX (73 years). BALCX (1.31) is less costly to investors than VALIX (1.10). 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 : 13.69 vs. BALCX (3.96). BALCX return over 5 years is better than : 32.61 vs. VALIX (23.04).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.31 | 1.10 | 119% |
| Annual Report Gross Expense Ratio | 1.31 | 1.10 | 119% |
| Fund Existence | 24 years | 73 years | - |
| Gain YTD | 0.192 | -0.475 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 429M | 54,545% |
| Annual Yield % from dividends | 1.29 | 0.81 | 158% |
| Returns for 1 year | 3.96 | 13.69 | 29% |
| Returns for 3 years | 19.76 | 39.01 | 51% |
| Returns for 5 years | 32.61 | 23.04 | 142% |
| Returns for 10 years | 44.56 | 35.30 | 126% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTCVX | 33.59 | N/A | N/A |
| Fidelity Advisor Convertible Secs M | |||
| PJNQX | 54.27 | N/A | N/A |
| PGIM Jennison Natural Resources R6 | |||
| TQAAX | 39.62 | N/A | N/A |
| T. Rowe Price Integrated US Sm Gr Eq Adv | |||
| HOOCX | 25.63 | N/A | N/A |
| Hartford Schroders US Small Cap Opps C | |||
| MSJSX | 16.96 | N/A | N/A |
| Morgan Stanley Global Endurance R6 | |||