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BALCX vs VCAAX
BALCX vs VCAAX Comparison
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BALCX vs VCAAX Comparison Chart in %
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BALCX vs. VCAAX commentary
Jul 25, 2026
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: 288B vs. VCAAX (143M). VCAAX pays higher dividends than BALCX: VCAAX (1.61) vs BALCX (1.14). BALCX was incepted earlier than VCAAX: BALCX (25 years) vs VCAAX (43 years). BALCX (1.30) is less costly to investors than VCAAX (0.70). BALCX is a more actively managed with annual turnover of: 50.00 vs. VCAAX (35.00). 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 : 9.54 vs. VCAAX (-0.32). BALCX return over 5 years is better than : 27.72 vs. VCAAX (1.64).
| BALCX | VCAAX | BALCX / VCAAX | |
| Total Expense Ratio | 1.30 | 0.65 | 200% |
| Annual Report Gross Expense Ratio | 1.30 | 0.70 | 186% |
| Fund Existence | 25 years | 43 years | - |
| Gain YTD | 7.366 | -4.662 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 143M | 201,399% |
| Annual Yield % from dividends | 1.14 | 1.61 | 71% |
| Returns for 1 year | 9.54 | -0.32 | -2,998% |
| Returns for 3 years | 34.70 | 22.60 | 154% |
| Returns for 5 years | 27.72 | 1.64 | 1,691% |
| Returns for 10 years | 71.56 | 33.94 | 211% |
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