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BALCX vs VCAAX
BALCX vs VCAAX Comparison
Open Charts BALCX vs VCAAX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
VALIC Company I Asset Allocation
Price$12.34
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets150.63M
BALCX vs VCAAX Comparison Chart
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BALCX vs. VCAAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. VCAAX (151M). 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 : 16.97 vs. BALCX (11.44). BALCX return over 5 years is better than : 25.92 vs. VCAAX (20.81).
| 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 | 1.938 | 1.231 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 151M | 158,940% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 11.44 | 16.97 | 67% |
| Returns for 3 years | 10.59 | -1.25 | -849% |
| Returns for 5 years | 25.92 | 20.81 | 125% |
| Returns for 10 years | 49.96 | 13.65 | 366% |
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