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BALCX vs VCAAX
BALCX vs VCAAX Comparison
Open Charts BALCX vs VCAAX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
VALIC Company I Asset Allocation
Price$11.32
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets141.03M
BALCX vs VCAAX Comparison Chart
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BALCX vs. VCAAX commentary
May 09, 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 Buy and VCAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. VCAAX (141M). VCAAX pays higher dividends than BALCX: VCAAX (1.58) vs BALCX (1.29). BALCX was incepted earlier than VCAAX: BALCX (24 years) vs VCAAX (42 years). BALCX (1.31) is less costly to investors than VCAAX (0.70). BALCX (44.00) and VCAAX (43.00) have comparable annual turnover. VCAAX has a lower initial minimum investment than BALCX: VCAAX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 3.96 vs. VCAAX (2.35). BALCX (32.61) and VCAAX (31.89) have equivalent 5 years return.
| BALCX | VCAAX | BALCX / VCAAX | |
| Total Expense Ratio | 1.31 | 0.65 | 202% |
| Annual Report Gross Expense Ratio | 1.31 | 0.70 | 187% |
| Fund Existence | 24 years | 42 years | - |
| Gain YTD | 0.192 | -5.879 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 141M | 165,957% |
| Annual Yield % from dividends | 1.29 | 1.58 | 82% |
| Returns for 1 year | 3.96 | 2.35 | 169% |
| Returns for 3 years | 19.76 | 17.35 | 114% |
| Returns for 5 years | 32.61 | 31.89 | 102% |
| Returns for 10 years | 44.56 | 7.61 | 586% |
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