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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Value Line Capital Appreciation Investor
Price$13.38
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets456.83M
BALCX vs VALIX Comparison Chart
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BALCX vs. VALIX commentary
Jun 07, 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: 243B vs. VALIX (457M). BALCX pays higher dividends than VALIX: BALCX (1.24) vs VALIX (0.76). 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 : 17.03 vs. BALCX (6.34). BALCX return over 5 years is better than : 30.67 vs. VALIX (22.40).
| 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 | 4.397 | 5.938 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 457M | 53,173% |
| Annual Yield % from dividends | 1.24 | 0.76 | 163% |
| Returns for 1 year | 6.34 | 17.03 | 37% |
| Returns for 3 years | 20.09 | 38.09 | 53% |
| Returns for 5 years | 30.67 | 22.40 | 137% |
| Returns for 10 years | 52.83 | 45.38 | 116% |
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