BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
VALIX
Price
$14.27
Change
+$0.05 (+0.35%)
Updated
Jul 25 closing price
Net Assets
500.59M
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BALCX vs VALIX

Header iconBALCX vs VALIX Comparison
Open Charts BALCX vs VALIXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Value Line Capital Appreciation Investor
Price$14.27
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets500.59M
BALCX vs VALIX Comparison Chart in %
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BALCX vs. VALIX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. VALIX (501M). BALCX pays higher dividends than VALIX: BALCX (1.19) 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 : 26.46 vs. BALCX (9.43). BALCX return over 5 years is better than : 35.43 vs. VALIX (26.57).
BALCXVALIXBALCX / VALIX
Total Expense Ratio1.311.08121%
Annual Report Gross Expense Ratio1.311.08121%
Fund Existence24 years73 years-
Gain YTD8.59712.98566%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B501M50,699%
Annual Yield % from dividends1.190.71167%
Returns for 1 year9.4326.4636%
Returns for 3 years32.2059.3654%
Returns for 5 years35.4326.57133%
Returns for 10 years58.2153.34109%
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