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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Value Line Capital Appreciation Investor
Price$11.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets400.68M
RLBEX vs VALIX Comparison Chart
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RLBEX vs. VALIX commentary
Apr 18, 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: 225B vs. VALIX (401M). RLBEX pays higher dividends than VALIX: RLBEX (1.97) vs VALIX (0.83). RLBEX was incepted earlier than VALIX: RLBEX (23 years) vs VALIX (73 years). VALIX (1.10) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 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 : 6.09 vs. RLBEX (2.55). RLBEX return over 5 years is better than : 31.66 vs. VALIX (22.98).
| RLBEX | VALIX | RLBEX / VALIX | |
| Total Expense Ratio | 0.60 | 1.10 | 55% |
| Annual Report Gross Expense Ratio | 0.60 | 1.10 | 55% |
| Fund Existence | 23 years | 73 years | - |
| Gain YTD | -3.702 | -8.630 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 401M | 56,110% |
| Annual Yield % from dividends | 1.97 | 0.83 | 237% |
| Returns for 1 year | 2.55 | 6.09 | 42% |
| Returns for 3 years | 9.93 | 9.78 | 102% |
| Returns for 5 years | 31.66 | 22.98 | 138% |
| Returns for 10 years | 46.29 | 23.06 | 201% |
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