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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 25, 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 (143M). 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 : 10.36 vs. VCAAX (-0.32). BALFX return over 5 years is better than : 31.63 vs. VCAAX (1.64).
| 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 | 7.782 | -4.662 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 143M | 201,399% |
| Annual Yield % from dividends | 1.75 | 1.61 | 109% |
| Returns for 1 year | 10.36 | -0.32 | -3,256% |
| Returns for 3 years | 37.64 | 22.60 | 167% |
| Returns for 5 years | 31.63 | 1.64 | 1,929% |
| Returns for 10 years | 80.16 | 33.94 | 236% |
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