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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$38.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Value Line Capital Appreciation Investor
Price$15.26
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets539.92M
RLBEX vs VALIX Comparison Chart in %
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RLBEX vs. VALIX commentary
Oct 09, 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 Hold and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. VALIX (540M). RLBEX pays higher dividends than VALIX: RLBEX (1.74) vs VALIX (0.66). 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 : 28.13 vs. RLBEX (9.95). RLBEX return over 5 years is better than : 42.38 vs. VALIX (25.44).
| 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 | 14.396 | 20.823 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 540M | 49,259% |
| Annual Yield % from dividends | 1.74 | 0.66 | 263% |
| Returns for 1 year | 9.95 | 28.13 | 35% |
| Returns for 3 years | 51.09 | 76.60 | 67% |
| Returns for 5 years | 42.38 | 25.44 | 167% |
| Returns for 10 years | 78.78 | 72.69 | 108% |
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