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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Value Line Capital Appreciation Investor
Price$15.47
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets547.37M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Nov 14, 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 BALCX is a Buy and VALIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. VALIX (547M). BALCX pays higher dividends than VALIX: BALCX (1.10) vs VALIX (0.64). BALCX was incepted earlier than VALIX: BALCX (25 years) vs VALIX (73 years). BALCX (1.31) is less costly to investors than VALIX (1.08). BALCX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). BALCX has a lower initial minimum investment than VALIX: BALCX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 20.46 vs. BALCX (9.12). BALCX return over 5 years is better than : 37.03 vs. VALIX (25.75).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 73 years | - |
| Gain YTD | 15.516 | 22.486 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 547M | 49,177% |
| Annual Yield % from dividends | 1.10 | 0.64 | 172% |
| Returns for 1 year | 9.12 | 20.46 | 45% |
| Returns for 3 years | 40.63 | 68.34 | 59% |
| Returns for 5 years | 37.03 | 25.75 | 144% |
| Returns for 10 years | 70.15 | 73.92 | 95% |
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