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BALFX vs VCAAX
BALFX vs VCAAX Comparison
Open Charts BALFX vs VCAAX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
VALIC Company I Asset Allocation
Price$12.34
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets150.63M
BALFX vs VCAAX Comparison Chart
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BALFX vs. VCAAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. VCAAX (151M). 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 : 16.97 vs. BALFX (12.25). BALFX return over 5 years is better than : 29.72 vs. VCAAX (20.81).
| 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 | 1.953 | 1.231 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 151M | 158,940% |
| Annual Yield % from dividends | 2.21 | 1.49 | 149% |
| Returns for 1 year | 12.25 | 16.97 | 72% |
| Returns for 3 years | 12.28 | -1.25 | -985% |
| Returns for 5 years | 29.72 | 20.81 | 143% |
| Returns for 10 years | 55.85 | 13.65 | 409% |
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