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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Value Line Capital Appreciation Instl
Price$13.00
Change-$0.23 (-1.74%)
VolumeN/A
Net Assets474.34M
RLBCX vs VLIIX Comparison Chart
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RLBCX vs. VLIIX commentary
Feb 23, 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 RLBCX is a Hold and VLIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. VLIIX (474M). RLBCX pays higher dividends than VLIIX: RLBCX (1.98) vs VLIIX (0.88). RLBCX was incepted earlier than VLIIX: RLBCX (23 years) vs VLIIX (9 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. VLIIX (52.00). RLBCX has a lower initial minimum investment than VLIIX: RLBCX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 20.33 vs. RLBCX (8.85). RLBCX return over 5 years is better than : 28.37 vs. VLIIX (24.83).
| RLBCX | VLIIX | RLBCX / VLIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.844 | 2.930 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 474M | 51,055% |
| Annual Yield % from dividends | 1.98 | 0.88 | 224% |
| Returns for 1 year | 8.85 | 20.33 | 44% |
| Returns for 3 years | 16.79 | 21.15 | 79% |
| Returns for 5 years | 28.37 | 24.83 | 114% |
| Returns for 10 years | 50.06 | N/A | - |
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