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BALFX vs VCAAX
BALFX vs VCAAX Comparison
Open Charts BALFX vs VCAAX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
VALIC Company I Asset Allocation
Price$12.37
Change-$0.12 (-0.96%)
VolumeN/A
Net Assets149.57M
BALFX vs VCAAX Comparison Chart
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BALFX vs. VCAAX commentary
Feb 23, 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 BALFX is a Hold and VCAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. VCAAX (150M). BALFX pays higher dividends than VCAAX: BALFX (2.21) vs VCAAX (1.49). BALFX was incepted earlier than VCAAX: BALFX (24 years) vs VCAAX (41 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. VCAAX (46.00). VCAAX has a lower initial minimum investment than BALFX: VCAAX (0) vs BALFX (250). VCAAX annual gain was more profitable for investors over the last year : 12.53 vs. BALFX (9.19). BALFX return over 5 years is better than : 29.96 vs. VCAAX (23.47).
| BALFX | VCAAX | BALFX / VCAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 2.886 | 1.477 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 150M | 161,333% |
| Annual Yield % from dividends | 2.21 | 1.49 | 149% |
| Returns for 1 year | 9.19 | 12.53 | 73% |
| Returns for 3 years | 17.52 | 2.92 | 600% |
| Returns for 5 years | 29.96 | 23.47 | 128% |
| Returns for 10 years | 52.44 | 16.87 | 311% |
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