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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
Sep 13, 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: 285B vs. VALIX (544M). BALCX pays higher dividends than VALIX: BALCX (1.14) vs VALIX (0.57). BALCX was incepted earlier than VALIX: BALCX (26 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 : 8.72 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. VALIX (15.85).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.30 | 1.08 | 120% |
| Annual Report Gross Expense Ratio | 1.30 | 1.08 | 120% |
| Fund Existence | 26 years | 74 years | - |
| Gain YTD | 7.959 | 11.266 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 544M | 52,390% |
| Annual Yield % from dividends | 1.14 | 0.57 | 201% |
| Returns for 1 year | 5.86 | 8.72 | 67% |
| Returns for 3 years | 38.31 | 68.72 | 56% |
| Returns for 5 years | 27.49 | 15.85 | 173% |
| Returns for 10 years | 75.19 | 82.73 | 91% |
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