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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
Value Line Capital Appreciation Instl
Price$12.98
Change+$0.13 (+1.01%)
VolumeN/A
Net Assets477.08M
RLBCX vs VLIIX Comparison Chart
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RLBCX vs. VLIIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. VLIIX (477M). 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 : 26.64 vs. RLBCX (11.92). RLBCX return over 5 years is better than : 28.12 vs. VLIIX (26.40).
| 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 | 1.935 | 2.771 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 477M | 50,314% |
| Annual Yield % from dividends | 1.98 | 0.88 | 224% |
| Returns for 1 year | 11.92 | 26.64 | 45% |
| Returns for 3 years | 11.58 | 13.84 | 84% |
| Returns for 5 years | 28.12 | 26.40 | 106% |
| Returns for 10 years | 53.41 | N/A | - |
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