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RLBGX vs VALIX
RLBGX vs VALIX Comparison
Open Charts RLBGX vs VALIX
American Funds American Balanced R6
Price$36.93
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets251.77B
Value Line Capital Appreciation Investor
Price$14.22
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets495.42M
RLBGX vs VALIX Comparison Chart in %
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RLBGX vs. VALIX commentary
Jul 18, 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: 252B vs. VALIX (495M). RLBGX pays higher dividends than VALIX: RLBGX (2.15) vs VALIX (0.71). 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 : 21.73 vs. RLBGX (7.44). RLBGX return over 5 years is better than : 41.00 vs. VALIX (25.26).
| 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 | 8.347 | 12.589 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 495M | 50,909% |
| Annual Yield % from dividends | 2.15 | 0.71 | 301% |
| Returns for 1 year | 7.44 | 21.73 | 34% |
| Returns for 3 years | 37.32 | 60.38 | 62% |
| Returns for 5 years | 41.00 | 25.26 | 162% |
| Returns for 10 years | 65.78 | 50.46 | 130% |
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