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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Value Line Capital Appreciation Investor
Price$13.00
Change-$0.23 (-1.74%)
VolumeN/A
Net Assets474.34M
RLBEX vs VALIX Comparison Chart
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RLBEX vs. VALIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. VALIX (474M). 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 : 20.06 vs. RLBEX (9.22). RLBEX return over 5 years is better than : 30.07 vs. VALIX (23.23).
| 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 | 2.889 | 2.930 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 474M | 51,055% |
| Annual Yield % from dividends | 2.24 | 0.68 | 329% |
| Returns for 1 year | 9.22 | 20.06 | 46% |
| Returns for 3 years | 17.55 | 20.30 | 86% |
| Returns for 5 years | 30.07 | 23.23 | 129% |
| Returns for 10 years | 54.52 | 39.07 | 140% |
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