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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Value Line Capital Appreciation Instl
Price$14.94
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets527.56M
RLBCX vs VLIIX Comparison Chart in %
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RLBCX vs. VLIIX commentary
Nov 20, 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: 263B vs. VLIIX (528M). RLBCX pays higher dividends than VLIIX: RLBCX (1.46) vs VLIIX (0.83). 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 : 16.41 vs. RLBCX (8.62). RLBCX return over 5 years is better than : 36.95 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 | 13.744 | 18.290 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 528M | 49,811% |
| Annual Yield % from dividends | 1.46 | 0.83 | 176% |
| Returns for 1 year | 8.62 | 16.41 | 53% |
| Returns for 3 years | 39.76 | 67.29 | 59% |
| Returns for 5 years | 36.95 | 22.09 | 167% |
| Returns for 10 years | 67.89 | 66.54 | 102% |
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