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BALCX vs VCAAX
BALCX vs VCAAX Comparison
Open Charts BALCX vs VCAAX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
VALIC Company I Asset Allocation
Price$11.04
Change-$0.31 (-2.73%)
VolumeN/A
Net Assets143.76M
BALCX vs VCAAX Comparison Chart
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BALCX vs. VCAAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. VCAAX (144M). VCAAX pays higher dividends than BALCX: VCAAX (1.57) vs BALCX (1.28). BALCX was incepted earlier than VCAAX: BALCX (24 years) vs VCAAX (42 years). BALCX (1.32) is less costly to investors than VCAAX (0.70). BALCX is a more actively managed with annual turnover of: 171.00 vs. VCAAX (43.00). 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 : 2.80 vs. BALCX (0.58). VCAAX (43.70) and BALCX (41.73) have equivalent 5 years return.
| BALCX | VCAAX | BALCX / VCAAX | |
| Total Expense Ratio | 1.32 | 0.65 | 203% |
| Annual Report Gross Expense Ratio | 1.32 | 0.70 | 189% |
| Fund Existence | 24 years | 42 years | - |
| Gain YTD | -2.337 | -5.462 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 144M | 163,194% |
| Annual Yield % from dividends | 1.28 | 1.57 | 82% |
| Returns for 1 year | 0.58 | 2.80 | 21% |
| Returns for 3 years | 7.28 | 6.81 | 107% |
| Returns for 5 years | 41.73 | 43.70 | 95% |
| Returns for 10 years | 41.88 | 8.26 | 507% |
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