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BALFX vs VCAAX
BALFX vs VCAAX Comparison
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BALFX vs VCAAX Comparison Chart in %
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BALFX vs. VCAAX commentary
Jul 05, 2026
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: 288B vs. VCAAX (146M). BALFX pays higher dividends than VCAAX: BALFX (1.75) vs VCAAX (1.61). BALFX was incepted earlier than VCAAX: BALFX (25 years) vs VCAAX (43 years). VCAAX (0.70) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. VCAAX (35.00). 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 : 13.15 vs. VCAAX (2.51). BALFX return over 5 years is better than : 33.96 vs. VCAAX (4.45).
| BALFX | VCAAX | BALFX / VCAAX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.70 | 87% |
| Fund Existence | 25 years | 43 years | - |
| Gain YTD | 9.258 | -3.476 | -266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 146M | 197,260% |
| Annual Yield % from dividends | 1.75 | 1.61 | 109% |
| Returns for 1 year | 13.15 | 2.51 | 525% |
| Returns for 3 years | 42.09 | 26.71 | 158% |
| Returns for 5 years | 33.96 | 4.45 | 763% |
| Returns for 10 years | 85.14 | 38.91 | 219% |
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