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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Value Line Capital Appreciation Investor
Price$14.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets505.02M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. VALIX (505M). BALCX pays higher dividends than VALIX: BALCX (1.18) vs VALIX (0.71). BALCX was incepted earlier than VALIX: BALCX (24 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 : 24.86 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. VALIX (24.58).
| BALCX | VALIX | BALCX / VALIX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 24 years | 73 years | - |
| Gain YTD | 9.274 | 13.618 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 505M | 50,693% |
| Annual Yield % from dividends | 1.18 | 0.71 | 167% |
| Returns for 1 year | 7.16 | 24.86 | 29% |
| Returns for 3 years | 27.12 | 42.20 | 64% |
| Returns for 5 years | 33.87 | 24.58 | 138% |
| Returns for 10 years | 59.19 | 55.17 | 107% |
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