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RLBGX vs VALIX
RLBGX vs VALIX Comparison
Open Charts RLBGX vs VALIX
American Funds American Balanced R6
Price$34.40
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Value Line Capital Appreciation Investor
Price$12.57
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets429.03M
RLBGX vs VALIX Comparison Chart
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RLBGX vs. VALIX commentary
May 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 RLBGX is a Buy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. VALIX (429M). RLBGX pays higher dividends than VALIX: RLBGX (2.31) vs VALIX (0.81). RLBGX was incepted earlier than VALIX: RLBGX (16 years) vs VALIX (73 years). VALIX (1.10) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). 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 : 13.69 vs. RLBGX (5.09). RLBGX return over 5 years is better than : 38.70 vs. VALIX (23.04).
| RLBGX | VALIX | RLBGX / VALIX | |
| Total Expense Ratio | 0.25 | 1.10 | 23% |
| Annual Report Gross Expense Ratio | 0.25 | 1.10 | 23% |
| Fund Existence | 16 years | 73 years | - |
| Gain YTD | 0.541 | -0.475 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 429M | 54,545% |
| Annual Yield % from dividends | 2.31 | 0.81 | 284% |
| Returns for 1 year | 5.09 | 13.69 | 37% |
| Returns for 3 years | 22.88 | 39.01 | 59% |
| Returns for 5 years | 38.70 | 23.04 | 168% |
| Returns for 10 years | 53.65 | 35.30 | 152% |
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