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BALCX vs VBIAX
BALCX vs VBIAX Comparison
Open Charts BALCX vs VBIAX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Vanguard Balanced Index Adm
Price$51.90
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets59.67B
BALCX vs VBIAX Comparison Chart in %
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BALCX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. VBIAX (59.7B). VBIAX pays higher dividends than BALCX: VBIAX (2.03) vs BALCX (1.16). BALCX was incepted earlier than VBIAX: BALCX (25 years) vs VBIAX (25 years). BALCX (1.31) is less costly to investors than VBIAX (0.07). BALCX is a more actively managed with annual turnover of: 44.00 vs. VBIAX (22.00). BALCX has a lower initial minimum investment than VBIAX: BALCX (250) vs VBIAX (3000). BALCX annual gain was more profitable for investors over the last year : 10.89 vs. VBIAX (7.87). BALCX return over 5 years is better than : 36.42 vs. VBIAX (30.65).
| BALCX | VBIAX | BALCX / VBIAX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 1.31 | 0.07 | 1,871% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 11.277 | 7.530 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 59.7B | 434% |
| Annual Yield % from dividends | 1.16 | 2.03 | 57% |
| Returns for 1 year | 10.89 | 7.87 | 138% |
| Returns for 3 years | 34.57 | 31.60 | 109% |
| Returns for 5 years | 36.42 | 30.65 | 119% |
| Returns for 10 years | 69.02 | 98.28 | 70% |
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