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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Aug 23, 2026
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: 283B vs. VALIX (547M). BALCX pays higher dividends than VALIX: BALCX (1.16) vs VALIX (0.59). BALCX was incepted earlier than VALIX: BALCX (25 years) vs VALIX (74 years). BALCX (1.30) is less costly to investors than VALIX (1.08). BALCX is a more actively managed with annual turnover of: 50.00 vs. VALIX (43.00). 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 : 13.62 vs. BALCX (11.76). BALCX return over 5 years is better than : 29.99 vs. VALIX (19.12).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.30 | 1.08 | 120% |
| Annual Report Gross Expense Ratio | 1.30 | 1.08 | 120% |
| Fund Existence | 25 years | 74 years | - |
| Gain YTD | 9.604 | 10.779 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 547M | 51,737% |
| Annual Yield % from dividends | 1.16 | 0.59 | 195% |
| Returns for 1 year | 11.76 | 13.62 | 86% |
| Returns for 3 years | 41.83 | 72.99 | 57% |
| Returns for 5 years | 29.99 | 19.12 | 157% |
| Returns for 10 years | 74.16 | 77.62 | 96% |
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