Ad is loading...
RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Value Line Capital Appreciation Investor
Price$12.99
Change+$0.14 (+1.09%)
VolumeN/A
Net Assets477.08M
RLBEX vs VALIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBEX vs. VALIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. VALIX (477M). RLBEX pays higher dividends than VALIX: RLBEX (2.24) vs VALIX (0.68). RLBEX was incepted earlier than VALIX: RLBEX (23 years) vs VALIX (72 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. VALIX (52.00). 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 : 26.46 vs. RLBEX (12.28). RLBEX return over 5 years is better than : 29.82 vs. VALIX (24.88).
| RLBEX | VALIX | RLBEX / VALIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 72 years | - |
| Gain YTD | 1.955 | 2.850 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 477M | 50,314% |
| Annual Yield % from dividends | 2.24 | 0.68 | 329% |
| Returns for 1 year | 12.28 | 26.46 | 46% |
| Returns for 3 years | 12.34 | 13.13 | 94% |
| Returns for 5 years | 29.82 | 24.88 | 120% |
| Returns for 10 years | 58.04 | 44.33 | 131% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers