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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$36.71
Change-$0.21 (-0.57%)
VolumeN/A
Net Assets253.92B
Value Line Capital Appreciation Instl
Price$14.05
Change-$0.10 (-0.71%)
VolumeN/A
Net Assets495.51M
RLBCX vs VLIIX Comparison Chart in %
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RLBCX vs. VLIIX commentary
Aug 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 RLBCX is a Buy and VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. VLIIX (496M). RLBCX pays higher dividends than VLIIX: RLBCX (1.56) vs VLIIX (0.91). RLBCX was incepted earlier than VLIIX: RLBCX (23 years) vs VLIIX (10 years). RLBCX (0.89) and VLIIX (0.88) have similar cost to investors . RLBCX is a more actively managed with annual turnover of: 44.00 vs. VLIIX (36.00). 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 : 29.93 vs. RLBCX (10.60). RLBCX return over 5 years is better than : 34.68 vs. VLIIX (21.56).
| RLBCX | VLIIX | RLBCX / VLIIX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.88 | 101% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 8.123 | 11.243 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 496M | 51,210% |
| Annual Yield % from dividends | 1.56 | 0.91 | 170% |
| Returns for 1 year | 10.60 | 29.93 | 35% |
| Returns for 3 years | 29.82 | 45.00 | 66% |
| Returns for 5 years | 34.68 | 21.56 | 161% |
| Returns for 10 years | 61.40 | N/A | - |
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