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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Value Line Capital Appreciation Instl
Price$12.10
Change+$0.31 (+2.63%)
VolumeN/A
Net Assets407.9M
RLBCX vs VLIIX Comparison Chart
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RLBCX vs. VLIIX commentary
Apr 25, 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: 227B vs. VLIIX (408M). RLBCX pays higher dividends than VLIIX: RLBCX (1.69) vs VLIIX (1.08). RLBCX was incepted earlier than VLIIX: RLBCX (23 years) vs VLIIX (9 years). RLBCX (0.89) and VLIIX (0.89) have similar cost to investors . RLBCX is a more actively managed with annual turnover of: 171.00 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 : 11.18 vs. RLBCX (3.84). RLBCX return over 5 years is better than : 33.97 vs. VLIIX (27.20).
| RLBCX | VLIIX | RLBCX / VLIIX | |
| Total Expense Ratio | 0.89 | 0.85 | 105% |
| Annual Report Gross Expense Ratio | 0.89 | 0.89 | 100% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -1.616 | -4.196 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 408M | 55,637% |
| Annual Yield % from dividends | 1.69 | 1.08 | 157% |
| Returns for 1 year | 3.84 | 11.18 | 34% |
| Returns for 3 years | 13.60 | 20.06 | 68% |
| Returns for 5 years | 33.97 | 27.20 | 125% |
| Returns for 10 years | 44.52 | N/A | - |
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