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RLBGX vs VALIX
RLBGX vs VALIX Comparison
Open Charts RLBGX vs VALIX
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
Value Line Capital Appreciation Investor
Price$13.38
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets456.83M
RLBGX vs VALIX Comparison Chart
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RLBGX vs. VALIX commentary
Jun 07, 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: 243B vs. VALIX (457M). RLBGX pays higher dividends than VALIX: RLBGX (2.23) vs VALIX (0.76). RLBGX was incepted earlier than VALIX: RLBGX (16 years) vs VALIX (73 years). VALIX (1.08) 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 : 17.03 vs. RLBGX (7.49). RLBGX return over 5 years is better than : 36.69 vs. VALIX (22.40).
| RLBGX | VALIX | RLBGX / VALIX | |
| Total Expense Ratio | 0.25 | 1.08 | 23% |
| Annual Report Gross Expense Ratio | 0.25 | 1.08 | 23% |
| Fund Existence | 16 years | 73 years | - |
| Gain YTD | 4.838 | 5.938 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 457M | 53,173% |
| Annual Yield % from dividends | 2.23 | 0.76 | 293% |
| Returns for 1 year | 7.49 | 17.03 | 44% |
| Returns for 3 years | 23.19 | 38.09 | 61% |
| Returns for 5 years | 36.69 | 22.40 | 164% |
| Returns for 10 years | 62.42 | 45.38 | 138% |
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