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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
Sep 12, 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 Hold and VCAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. VCAAX (141M). BALFX pays higher dividends than VCAAX: BALFX (1.76) vs VCAAX (1.60). BALFX was incepted earlier than VCAAX: BALFX (26 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 (38.00). 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 : 6.65 vs. VCAAX (-2.74). BALFX return over 5 years is better than : 31.40 vs. VCAAX (2.00).
| BALFX | VCAAX | BALFX / VCAAX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.70 | 87% |
| Fund Existence | 26 years | 43 years | - |
| Gain YTD | 8.480 | -4.029 | -210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 141M | 202,128% |
| Annual Yield % from dividends | 1.76 | 1.60 | 110% |
| Returns for 1 year | 6.65 | -2.74 | -242% |
| Returns for 3 years | 41.33 | 25.73 | 161% |
| Returns for 5 years | 31.40 | 2.00 | 1,573% |
| Returns for 10 years | 83.89 | 35.47 | 237% |
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