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BALCX vs VCAAX
BALCX vs VCAAX Comparison
Open Charts BALCX vs VCAAX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
VALIC Company I Asset Allocation
Price$12.37
Change-$0.12 (-0.96%)
VolumeN/A
Net Assets149.57M
BALCX vs VCAAX Comparison Chart
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BALCX vs. VCAAX commentary
Feb 23, 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 Hold and VCAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. VCAAX (150M). BALCX pays higher dividends than VCAAX: BALCX (1.59) vs VCAAX (1.49). BALCX was incepted earlier than VCAAX: BALCX (24 years) vs VCAAX (41 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. VCAAX (46.00). VCAAX has a lower initial minimum investment than BALCX: VCAAX (0) vs BALCX (250). VCAAX annual gain was more profitable for investors over the last year : 12.53 vs. BALCX (8.38). BALCX return over 5 years is better than : 26.14 vs. VCAAX (23.47).
| BALCX | VCAAX | BALCX / VCAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 2.790 | 1.477 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 150M | 161,333% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 8.38 | 12.53 | 67% |
| Returns for 3 years | 15.69 | 2.92 | 537% |
| Returns for 5 years | 26.14 | 23.47 | 111% |
| Returns for 10 years | 46.66 | 16.87 | 277% |
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