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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Instl
Price$12.78
Change-$0.55 (-4.13%)
VolumeN/A
CapitalizationN/A
RLBCX vs VLIIX Comparison Chart
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RLBCX vs. VLIIX commentary
Dec 19, 2024
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 StrongBuy and VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. VLIIX (488M). 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 : 28.30 vs. RLBCX (12.29). VLIIX return over 5 years is better than : 33.86 vs. RLBCX (31.08).
| 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 | 11.296 | 26.952 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 488M | 49,385% |
| Annual Yield % from dividends | 1.98 | 0.88 | 224% |
| Returns for 1 year | 12.29 | 28.30 | 43% |
| Returns for 3 years | 11.08 | 12.14 | 91% |
| Returns for 5 years | 31.08 | 33.86 | 92% |
| Returns for 10 years | 44.10 | N/A | - |
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