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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Value Line Capital Appreciation Investor
Price$15.36
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets542.13M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Dec 04, 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 StrongBuy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. VALIX (542M). BALCX pays higher dividends than VALIX: BALCX (1.08) vs VALIX (0.65). 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 : 17.51 vs. BALCX (8.45). BALCX return over 5 years is better than : 34.89 vs. VALIX (19.71).
| 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 | 15.810 | 21.061 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 542M | 49,631% |
| Annual Yield % from dividends | 1.08 | 0.65 | 166% |
| Returns for 1 year | 8.45 | 17.51 | 48% |
| Returns for 3 years | 37.32 | 65.50 | 57% |
| Returns for 5 years | 34.89 | 19.71 | 177% |
| Returns for 10 years | 66.76 | 67.87 | 98% |
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