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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Value Line Capital Appreciation Investor
Price$13.38
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets456.83M
RLBEX vs VALIX Comparison Chart
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RLBEX vs. VALIX commentary
Jun 07, 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 RLBEX is a Buy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. VALIX (457M). RLBEX pays higher dividends than VALIX: RLBEX (1.90) vs VALIX (0.76). RLBEX was incepted earlier than VALIX: RLBEX (23 years) vs VALIX (73 years). VALIX (1.08) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). RLBEX has a lower initial minimum investment than VALIX: RLBEX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 17.03 vs. RLBEX (7.11). RLBEX return over 5 years is better than : 34.72 vs. VALIX (22.40).
| RLBEX | VALIX | RLBEX / VALIX | |
| Total Expense Ratio | 0.59 | 1.08 | 55% |
| Annual Report Gross Expense Ratio | 0.59 | 1.08 | 55% |
| Fund Existence | 23 years | 73 years | - |
| Gain YTD | 4.698 | 5.938 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 457M | 53,173% |
| Annual Yield % from dividends | 1.90 | 0.76 | 250% |
| Returns for 1 year | 7.11 | 17.03 | 42% |
| Returns for 3 years | 22.20 | 38.09 | 58% |
| Returns for 5 years | 34.72 | 22.40 | 155% |
| Returns for 10 years | 61.31 | 45.38 | 135% |
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