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BALCX vs VALIX
BALCX vs VALIX Comparison
Open Charts BALCX vs VALIX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Value Line Capital Appreciation Investor
Price$14.47
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets509.53M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Sep 09, 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: 259B vs. VALIX (510M). BALCX pays higher dividends than VALIX: BALCX (1.16) vs VALIX (0.70). 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 : 27.33 vs. BALCX (9.12). BALCX return over 5 years is better than : 35.50 vs. VALIX (24.14).
| 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 | 10.835 | 14.568 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 510M | 50,784% |
| Annual Yield % from dividends | 1.16 | 0.70 | 167% |
| Returns for 1 year | 9.12 | 27.33 | 33% |
| Returns for 3 years | 37.20 | 59.67 | 62% |
| Returns for 5 years | 35.50 | 24.14 | 147% |
| Returns for 10 years | 67.85 | 64.04 | 106% |