BALCX
Price
$40.75
Change
-$0.17 (-0.42%)
Updated
Aug 14 closing price
Net Assets
282.59B
VCAAX
Price
$12.44
Change
-$0.02 (-0.16%)
Updated
Aug 14 closing price
Net Assets
146.59M
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BALCX vs VCAAX

BALCX vs VCAAX Comparison Chart in %
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BALCX vs. VCAAX commentary
Aug 16, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. VCAAX (147M). VCAAX pays higher dividends than BALCX: VCAAX (1.62) 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 : 10.95 vs. VCAAX (1.75). BALCX return over 5 years is better than : 29.47 vs. VCAAX (4.12).
BALCXVCAAXBALCX / VCAAX
Total Expense Ratio1.300.65200%
Annual Report Gross Expense Ratio1.300.70186%
Fund Existence25 years43 years-
Gain YTD9.901-1.418-698%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets283B147M192,517%
Annual Yield % from dividends1.161.6271%
Returns for 1 year10.951.75626%
Returns for 3 years41.0429.92137%
Returns for 5 years29.474.12715%
Returns for 10 years75.1237.84199%
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