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BALCX vs VLIIX
BALCX vs VLIIX Comparison
Open Charts BALCX vs VLIIX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Value Line Capital Appreciation Instl
Price$14.29
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets500.59M
BALCX vs VLIIX Comparison Chart in %
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BALCX vs. VLIIX commentary
Jul 28, 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: 254B vs. VLIIX (501M). BALCX pays higher dividends than VLIIX: BALCX (1.19) vs VLIIX (0.92). 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 : 26.80 vs. BALCX (9.43). BALCX return over 5 years is better than : 35.43 vs. VLIIX (28.15).
| 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 | 8.597 | 13.143 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 501M | 50,699% |
| Annual Yield % from dividends | 1.19 | 0.92 | 129% |
| Returns for 1 year | 9.43 | 26.80 | 35% |
| Returns for 3 years | 32.20 | 60.54 | 53% |
| Returns for 5 years | 35.43 | 28.15 | 126% |
| Returns for 10 years | 58.21 | N/A | - |
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