Interact to see
Advertisement
Advertisement
BALCX vs VLIIX
BALCX vs VLIIX Comparison
Open Charts BALCX vs VLIIX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Value Line Capital Appreciation Instl
Price$13.32
Change-$0.16 (-1.19%)
VolumeN/A
Net Assets459.74M
BALCX vs VLIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VLIIX commentary
Jun 16, 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 VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. VLIIX (460M). BALCX pays higher dividends than VLIIX: BALCX (1.24) vs VLIIX (0.98). BALCX was incepted earlier than VLIIX: BALCX (24 years) vs VLIIX (10 years). BALCX (1.31) is less costly to investors than VLIIX (0.88). BALCX is a more actively managed with annual turnover of: 44.00 vs. VLIIX (36.00). BALCX has a lower initial minimum investment than VLIIX: BALCX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 15.85 vs. BALCX (4.49). BALCX return over 5 years is better than : 34.15 vs. VLIIX (26.37).
| BALCX | VLIIX | BALCX / VLIIX | |
| Total Expense Ratio | 1.31 | 0.83 | 158% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.121 | 5.463 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 460M | 53,043% |
| Annual Yield % from dividends | 1.24 | 0.98 | 126% |
| Returns for 1 year | 4.49 | 15.85 | 28% |
| Returns for 3 years | 30.13 | 55.42 | 54% |
| Returns for 5 years | 34.15 | 26.37 | 130% |
| Returns for 10 years | 51.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTUAX | 57.87 | -0.39 | -0.67% |
| Fidelity Advisor Telecommunications A | |||
| ICSFX | 29.71 | -0.30 | -1.00% |
| Invesco Comstock R6 | |||
| MIOPX | 31.01 | -0.50 | -1.59% |
| Morgan Stanley Inst International Opp A | |||
| ABASX | 19.71 | -0.34 | -1.70% |
| AB Discovery Value A | |||
| MGQIX | 17.67 | -0.32 | -1.78% |
| Morgan Stanley Inst Global Stars I | |||