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RLBGX vs VALIX
RLBGX vs VALIX Comparison
Open Charts RLBGX vs VALIX
American Funds American Balanced R6
Price$34.27
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
RLBGX vs VALIX Comparison Chart
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RLBGX 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 RLBGX is a StrongBuy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. VALIX (488M). RLBGX pays higher dividends than VALIX: RLBGX (2.55) vs VALIX (0.68). RLBGX was incepted earlier than VALIX: RLBGX (16 years) vs VALIX (72 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. VALIX (52.00). RLBGX has a lower initial minimum investment than VALIX: RLBGX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 28.01 vs. RLBGX (12.83). RLBGX return over 5 years is better than : 34.51 vs. VALIX (32.12).
| RLBGX | VALIX | RLBGX / VALIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 72 years | - |
| Gain YTD | 11.811 | 26.667 | 44% |
| 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 | 2.55 | 0.68 | 375% |
| Returns for 1 year | 12.83 | 28.01 | 46% |
| Returns for 3 years | 12.48 | 11.26 | 111% |
| Returns for 5 years | 34.51 | 32.12 | 107% |
| Returns for 10 years | 49.12 | 45.11 | 109% |