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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
Jun 14, 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: 288B vs. VCAAX (146M). VCAAX pays higher dividends than BALCX: VCAAX (1.60) vs BALCX (1.16). 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 : 14.02 vs. VCAAX (4.34). BALCX return over 5 years is better than : 29.25 vs. VCAAX (5.18).
| 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 | 8.321 | -4.109 | -203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 146M | 197,260% |
| Annual Yield % from dividends | 1.16 | 1.60 | 73% |
| Returns for 1 year | 14.02 | 4.34 | 323% |
| Returns for 3 years | 39.52 | 27.27 | 145% |
| Returns for 5 years | 29.25 | 5.18 | 565% |
| Returns for 10 years | 76.48 | 39.63 | 193% |
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