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BALFX vs VCAAX
BALFX vs VCAAX Comparison
Open Charts BALFX vs VCAAX
American Funds American Balanced F1
Price$34.34
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
VALIC Company I Asset Allocation
Price$11.32
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets141.03M
BALFX vs VCAAX Comparison Chart
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BALFX vs. VCAAX commentary
May 09, 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 Buy and VCAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. VCAAX (141M). BALFX pays higher dividends than VCAAX: BALFX (1.95) vs VCAAX (1.58). BALFX was incepted earlier than VCAAX: BALFX (24 years) vs VCAAX (42 years). VCAAX (0.70) is less costly to investors than BALFX (0.61). BALFX (44.00) and VCAAX (43.00) have comparable annual turnover. VCAAX has a lower initial minimum investment than BALFX: VCAAX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 4.68 vs. VCAAX (2.35). BALFX return over 5 years is better than : 36.57 vs. VCAAX (31.89).
| BALFX | VCAAX | BALFX / VCAAX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.70 | 87% |
| Fund Existence | 24 years | 42 years | - |
| Gain YTD | 0.419 | -5.879 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 141M | 165,957% |
| Annual Yield % from dividends | 1.95 | 1.58 | 124% |
| Returns for 1 year | 4.68 | 2.35 | 199% |
| Returns for 3 years | 21.77 | 17.35 | 125% |
| Returns for 5 years | 36.57 | 31.89 | 115% |
| Returns for 10 years | 50.51 | 7.61 | 664% |
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