Ad is loading...
Ad is loading...
BALCX vs VCAAX
BALCX vs VCAAX Comparison
Open Charts BALCX vs VCAAX
American Funds American Balanced C
Price$36.50
Change+$0.07 (+0.19%)
VolumeN/A
CapitalizationN/A
VALIC Company I Asset Allocation
Price$12.52
Change+$0.04 (+0.32%)
VolumeN/A
CapitalizationN/A
BALCX vs VCAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VCAAX commentary
Nov 27, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. VCAAX (156M). 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 : 23.73 vs. BALCX (20.97). BALCX return over 5 years is better than : 32.45 vs. VCAAX (27.65).
| 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 | 15.251 | 17.746 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 156M | 153,846% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 20.97 | 23.73 | 88% |
| Returns for 3 years | 12.34 | -0.81 | -1,529% |
| Returns for 5 years | 32.45 | 27.65 | 117% |
| Returns for 10 years | 46.05 | 13.79 | 334% |
View a ticker or compare two or three
VS
VS
Ad is loading...