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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$37.21
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets256.45B
Value Line Capital Appreciation Investor
Price$14.38
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets505.42M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Sep 04, 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: 256B vs. VALIX (505M). BALCX pays higher dividends than VALIX: BALCX (1.16) vs VALIX (0.70). 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 : 26.65 vs. BALCX (7.66). BALCX return over 5 years is better than : 33.95 vs. VALIX (23.37).
| 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 | 9.569 | 13.856 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 505M | 50,693% |
| Annual Yield % from dividends | 1.16 | 0.70 | 167% |
| Returns for 1 year | 7.66 | 26.65 | 29% |
| Returns for 3 years | 34.74 | 57.32 | 61% |
| Returns for 5 years | 33.95 | 23.37 | 145% |
| Returns for 10 years | 68.34 | 65.93 | 104% |
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