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BALFX vs VCAAX
BALFX vs VCAAX Comparison
Open Charts BALFX vs VCAAX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
VALIC Company I Asset Allocation
Price$11.71
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets145.91M
BALFX vs VCAAX Comparison Chart
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BALFX vs. VCAAX commentary
Jun 07, 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: 243B vs. VCAAX (146M). BALFX pays higher dividends than VCAAX: BALFX (1.88) vs VCAAX (1.53). 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 : 7.08 vs. VCAAX (3.30). BALFX return over 5 years is better than : 34.60 vs. VCAAX (26.99).
| 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 | 4.688 | -2.797 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 146M | 166,438% |
| Annual Yield % from dividends | 1.88 | 1.53 | 123% |
| Returns for 1 year | 7.08 | 3.30 | 214% |
| Returns for 3 years | 22.12 | 17.79 | 124% |
| Returns for 5 years | 34.60 | 26.99 | 128% |
| Returns for 10 years | 59.06 | 12.50 | 473% |
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