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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$36.83
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Value Line Capital Appreciation Investor
Price$14.22
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets495.42M
RLBEX vs VALIX Comparison Chart in %
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RLBEX vs. VALIX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. VALIX (495M). RLBEX pays higher dividends than VALIX: RLBEX (1.83) 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 : 21.73 vs. RLBEX (7.02). RLBEX return over 5 years is better than : 38.92 vs. VALIX (25.26).
| 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 | 8.122 | 12.589 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 495M | 50,909% |
| Annual Yield % from dividends | 1.83 | 0.71 | 256% |
| Returns for 1 year | 7.02 | 21.73 | 32% |
| Returns for 3 years | 36.03 | 60.38 | 60% |
| Returns for 5 years | 38.92 | 25.26 | 154% |
| Returns for 10 years | 64.39 | 50.46 | 128% |
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