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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Value Line Capital Appreciation Investor
Price$14.09
Change-$1.31 (-8.51%)
VolumeN/A
Net Assets516.14M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Feb 04, 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 BALCX is a Hold and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. VALIX (516M). BALCX pays higher dividends than VALIX: BALCX (1.25) vs VALIX (0.63). 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). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. VALIX (8.99). BALCX return over 5 years is better than : 31.49 vs. VALIX (5.97).
| 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 | 2.396 | -2.017 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 516M | 52,326% |
| Annual Yield % from dividends | 1.25 | 0.63 | 197% |
| Returns for 1 year | 10.51 | 8.99 | 117% |
| Returns for 3 years | 33.72 | 57.70 | 58% |
| Returns for 5 years | 31.49 | 5.97 | 527% |
| Returns for 10 years | 79.52 | 85.86 | 93% |
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