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CLBCX vs VLIIX
CLBCX vs VLIIX Comparison
Open Charts CLBCX vs VLIIX
American Funds American Balanced 529C
Price$38.95
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
Value Line Capital Appreciation Instl
Price$15.26
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets536.01M
CLBCX vs VLIIX Comparison Chart in %
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CLBCX vs. VLIIX commentary
Oct 06, 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 CLBCX is a Buy and VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. VLIIX (536M). CLBCX pays higher dividends than VLIIX: CLBCX (0.98) vs VLIIX (0.86). CLBCX was incepted earlier than VLIIX: CLBCX (24 years) vs VLIIX (10 years). CLBCX (1.35) is less costly to investors than VLIIX (0.88). CLBCX is a more actively managed with annual turnover of: 44.00 vs. VLIIX (36.00). CLBCX has a lower initial minimum investment than VLIIX: CLBCX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 29.06 vs. CLBCX (8.95). CLBCX return over 5 years is better than : 41.36 vs. VLIIX (30.93).
| CLBCX | VLIIX | CLBCX / VLIIX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.764 | 20.823 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 536M | 49,627% |
| Annual Yield % from dividends | 0.98 | 0.86 | 115% |
| Returns for 1 year | 8.95 | 29.06 | 31% |
| Returns for 3 years | 44.55 | 72.38 | 62% |
| Returns for 5 years | 41.36 | 30.93 | 134% |
| Returns for 10 years | 77.29 | N/A | - |
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