Ad is loading...
Ad is loading...
RLBGX vs VLIIX
RLBGX vs VLIIX Comparison
Open Charts RLBGX vs VLIIX
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Instl
Price$12.71
Change-$0.11 (-0.86%)
VolumeN/A
CapitalizationN/A
RLBGX vs VLIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBGX vs. VLIIX commentary
Nov 18, 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 VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. VLIIX (466M). RLBGX pays higher dividends than VLIIX: RLBGX (2.55) vs VLIIX (0.88). RLBGX was incepted earlier than VLIIX: RLBGX (16 years) vs VLIIX (9 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. VLIIX (52.00). RLBGX has a lower initial minimum investment than VLIIX: RLBGX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 32.35 vs. RLBGX (21.31). RLBGX return over 5 years is better than : 36.78 vs. VLIIX (21.31).
| RLBGX | VLIIX | RLBGX / VLIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 14.385 | 21.048 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 466M | 50,644% |
| Annual Yield % from dividends | 2.55 | 0.88 | 290% |
| Returns for 1 year | 21.31 | 32.35 | 66% |
| Returns for 3 years | 11.30 | -9.80 | -115% |
| Returns for 5 years | 36.78 | 21.31 | 173% |
| Returns for 10 years | 53.54 | N/A | - |