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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
Value Line Capital Appreciation Instl
Price$11.66
Change-$0.53 (-4.35%)
VolumeN/A
Net Assets436.04M
RLBCX vs VLIIX Comparison Chart
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RLBCX vs. VLIIX commentary
Apr 04, 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 Hold and VLIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. VLIIX (436M). 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 : 2.65 vs. RLBCX (1.03). VLIIX (46.11) and RLBCX (44.21) have equivalent 5 years return.
| 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 | -2.233 | -7.680 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 436M | 53,899% |
| Annual Yield % from dividends | 1.69 | 1.08 | 157% |
| Returns for 1 year | 1.03 | 2.65 | 39% |
| Returns for 3 years | 8.35 | 3.41 | 244% |
| Returns for 5 years | 44.21 | 46.11 | 96% |
| Returns for 10 years | 45.29 | N/A | - |
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