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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Value Line Capital Appreciation Investor
Price$14.47
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets533.49M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. VALIX (533M). BALCX pays higher dividends than VALIX: BALCX (1.28) 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). VALIX annual gain was more profitable for investors over the last year : 15.39 vs. BALCX (13.38). BALCX return over 5 years is better than : 32.47 vs. VALIX (14.01).
| 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 | 2.315 | 0.626 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 533M | 50,657% |
| Annual Yield % from dividends | 1.28 | 0.63 | 203% |
| Returns for 1 year | 13.38 | 15.39 | 87% |
| Returns for 3 years | 34.71 | 73.14 | 47% |
| Returns for 5 years | 32.47 | 14.01 | 232% |
| Returns for 10 years | 80.41 | 84.98 | 95% |
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