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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Value Line Capital Appreciation Investor
Price$15.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets534.02M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. VALIX (534M). BALCX pays higher dividends than VALIX: BALCX (1.12) vs VALIX (0.66). 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 : 25.16 vs. BALCX (7.88). BALCX return over 5 years is better than : 37.80 vs. VALIX (23.78).
| 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 | 13.983 | 20.190 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 534M | 49,813% |
| Annual Yield % from dividends | 1.12 | 0.66 | 169% |
| Returns for 1 year | 7.88 | 25.16 | 31% |
| Returns for 3 years | 47.51 | 75.47 | 63% |
| Returns for 5 years | 37.80 | 23.78 | 159% |
| Returns for 10 years | 67.75 | 70.66 | 96% |