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BALFX vs VCAAX
BALFX vs VCAAX Comparison
Open Charts BALFX vs VCAAX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
VALIC Company I Asset Allocation
Price$11.04
Change-$0.31 (-2.73%)
VolumeN/A
Net Assets143.76M
BALFX vs VCAAX Comparison Chart
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BALFX vs. VCAAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. VCAAX (144M). BALFX pays higher dividends than VCAAX: BALFX (1.95) vs VCAAX (1.57). BALFX was incepted earlier than VCAAX: BALFX (24 years) vs VCAAX (42 years). VCAAX (0.70) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. VCAAX (43.00). 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 : 2.80 vs. BALFX (1.33). BALFX return over 5 years is better than : 45.99 vs. VCAAX (43.70).
| BALFX | VCAAX | BALFX / VCAAX | |
| Total Expense Ratio | 0.62 | 0.65 | 95% |
| Annual Report Gross Expense Ratio | 0.62 | 0.70 | 89% |
| Fund Existence | 24 years | 42 years | - |
| Gain YTD | -2.155 | -5.462 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 144M | 163,194% |
| Annual Yield % from dividends | 1.95 | 1.57 | 124% |
| Returns for 1 year | 1.33 | 2.80 | 47% |
| Returns for 3 years | 9.14 | 6.81 | 134% |
| Returns for 5 years | 45.99 | 43.70 | 105% |
| Returns for 10 years | 47.77 | 8.26 | 578% |
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