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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$38.71
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
Value Line Capital Appreciation Instl
Price$15.26
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets536.01M
RLBCX vs VLIIX Comparison Chart in %
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RLBCX vs. VLIIX commentary
Oct 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: 266B vs. VLIIX (536M). RLBCX pays higher dividends than VLIIX: RLBCX (1.49) vs VLIIX (0.86). 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 : 29.06 vs. RLBCX (9.49). RLBCX return over 5 years is better than : 43.12 vs. VLIIX (30.93).
| 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 | 14.246 | 20.823 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 536M | 49,627% |
| Annual Yield % from dividends | 1.49 | 0.86 | 174% |
| Returns for 1 year | 9.49 | 29.06 | 33% |
| Returns for 3 years | 45.94 | 72.38 | 63% |
| Returns for 5 years | 43.12 | 30.93 | 139% |
| Returns for 10 years | 75.22 | N/A | - |
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