Interact to see
Advertisement
Advertisement
BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
BALCX vs VALIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VALIX commentary
Jul 14, 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 Buy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. VALIX (558M). BALCX pays higher dividends than VALIX: BALCX (1.14) vs VALIX (0.57). 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 : 13.16 vs. BALCX (11.18). BALCX return over 5 years is better than : 29.01 vs. VALIX (16.27).
| 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 | 8.148 | 9.944 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 558M | 51,613% |
| Annual Yield % from dividends | 1.14 | 0.57 | 199% |
| Returns for 1 year | 11.18 | 13.16 | 85% |
| Returns for 3 years | 36.57 | 64.51 | 57% |
| Returns for 5 years | 29.01 | 16.27 | 178% |
| Returns for 10 years | 72.74 | 85.06 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers