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BALCX vs VALIX
BALCX vs VALIX Comparison
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BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. VALIX (557M). BALCX pays higher dividends than VALIX: BALCX (1.16) vs VALIX (0.56). 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 : 20.33 vs. BALCX (15.81). BALCX return over 5 years is better than : 31.93 vs. VALIX (17.74).
| 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 | 9.011 | 11.335 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 557M | 51,706% |
| Annual Yield % from dividends | 1.16 | 0.56 | 207% |
| Returns for 1 year | 15.81 | 20.33 | 78% |
| Returns for 3 years | 41.11 | 73.49 | 56% |
| Returns for 5 years | 31.93 | 17.74 | 180% |
| Returns for 10 years | 80.43 | 98.11 | 82% |
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