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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
Sep 12, 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 Hold and VCAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. VCAAX (141M). VCAAX pays higher dividends than BALCX: VCAAX (1.60) vs BALCX (1.14). BALCX was incepted earlier than VCAAX: BALCX (26 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 (38.00). 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 : 5.86 vs. VCAAX (-2.74). BALCX return over 5 years is better than : 27.49 vs. VCAAX (2.00).
| BALCX | VCAAX | BALCX / VCAAX | |
| Total Expense Ratio | 1.30 | 0.65 | 200% |
| Annual Report Gross Expense Ratio | 1.30 | 0.70 | 186% |
| Fund Existence | 26 years | 43 years | - |
| Gain YTD | 7.959 | -4.029 | -198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 141M | 202,128% |
| Annual Yield % from dividends | 1.14 | 1.60 | 72% |
| Returns for 1 year | 5.86 | -2.74 | -214% |
| Returns for 3 years | 38.31 | 25.73 | 149% |
| Returns for 5 years | 27.49 | 2.00 | 1,377% |
| Returns for 10 years | 75.19 | 35.47 | 212% |
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