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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$37.48
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
RLBCX vs VLIIX Comparison Chart in %
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RLBCX 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 RLBCX is a Buy and VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. VLIIX (504M). 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 : 25.60 vs. RLBCX (7.72). RLBCX return over 5 years is better than : 35.59 vs. VLIIX (22.09).
| 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 | 10.391 | 14.727 | 71% |
| 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 | 1.56 | 0.91 | 170% |
| Returns for 1 year | 7.72 | 25.60 | 30% |
| Returns for 3 years | 34.49 | 55.48 | 62% |
| Returns for 5 years | 35.59 | 22.09 | 161% |
| Returns for 10 years | 70.88 | N/A | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CGO | 11.72 | 0.11 | +0.95% |
| Calamos Global Total Return Fund | |||
| UTG | 38.29 | 0.26 | +0.68% |
| Reaves Utility Income Fund | |||
| CEFD | 19.70 | 0.10 | +0.50% |
| ETRACS Monthly Pay 1.5X Lvgd CE Fd ETN | |||
| AFSC | 30.14 | N/A | N/A |
| abrdn Focused U.S. Small Cap Active ETF | |||
| BFK | 9.59 | -0.06 | -0.59% |
| BlackRock Municipal Income Trust | |||