Interact to see
Advertisement
Advertisement
RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$36.98
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Value Line Capital Appreciation Investor
Price$14.15
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets497.75M
RLBEX vs VALIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBEX vs. VALIX commentary
Aug 08, 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: 253B vs. VALIX (498M). RLBEX pays higher dividends than VALIX: RLBEX (1.81) vs VALIX (0.71). 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 : 30.68 vs. RLBEX (11.40). RLBEX return over 5 years is better than : 36.56 vs. VALIX (22.42).
| 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 | 8.563 | 12.035 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 498M | 50,803% |
| Annual Yield % from dividends | 1.81 | 0.71 | 257% |
| Returns for 1 year | 11.40 | 30.68 | 37% |
| Returns for 3 years | 30.89 | 44.57 | 69% |
| Returns for 5 years | 36.56 | 22.42 | 163% |
| Returns for 10 years | 65.72 | 52.05 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement