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BALCX vs VCAAX
BALCX vs VCAAX Comparison
Open Charts BALCX vs VCAAX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
VALIC Company I Asset Allocation
Price$12.19
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
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BALCX vs VCAAX Comparison Chart
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BALCX vs. VCAAX commentary
Sep 21, 2024
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 StrongBuy and VCAAX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. VCAAX (155M). 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 : 21.68 vs. BALCX (20.11). BALCX return over 5 years is better than : 33.56 vs. VCAAX (27.22).
| 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 | 12.182 | 13.878 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 155M | 152,258% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 20.11 | 21.68 | 93% |
| Returns for 3 years | 10.58 | -1.45 | -729% |
| Returns for 5 years | 33.56 | 27.22 | 123% |
| Returns for 10 years | 44.93 | 10.82 | 415% |