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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$12.78
Change-$0.52 (-3.91%)
VolumeN/A
CapitalizationN/A
RLBEX vs VALIX Comparison Chart
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RLBEX vs. VALIX commentary
Dec 19, 2024
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 StrongBuy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. VALIX (488M). 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 : 28.01 vs. RLBEX (12.54). RLBEX (32.64) and VALIX (32.12) have equivalent 5 years return.
| 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 | 11.518 | 26.667 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 488M | 49,385% |
| Annual Yield % from dividends | 2.24 | 0.68 | 329% |
| Returns for 1 year | 12.54 | 28.01 | 45% |
| Returns for 3 years | 11.73 | 11.26 | 104% |
| Returns for 5 years | 32.64 | 32.12 | 102% |
| Returns for 10 years | 48.28 | 45.11 | 107% |
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