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CLBCX vs VLIIX
CLBCX vs VLIIX Comparison
Open Charts CLBCX vs VLIIX
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Value Line Capital Appreciation Instl
Price$14.49
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets503.62M
CLBCX vs VLIIX Comparison Chart in %
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CLBCX vs. VLIIX commentary
Aug 30, 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: 255B vs. VLIIX (504M). CLBCX pays higher dividends than VLIIX: CLBCX (1.12) vs VLIIX (0.91). 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 : 25.60 vs. CLBCX (7.27). CLBCX return over 5 years is better than : 34.02 vs. VLIIX (22.09).
| 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 | 10.055 | 14.727 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 504M | 50,595% |
| Annual Yield % from dividends | 1.12 | 0.91 | 123% |
| Returns for 1 year | 7.27 | 25.60 | 28% |
| Returns for 3 years | 33.57 | 55.48 | 61% |
| Returns for 5 years | 34.02 | 22.09 | 154% |
| Returns for 10 years | 73.57 | N/A | - |