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RLBGX vs VLIIX
RLBGX vs VLIIX Comparison
Open Charts RLBGX vs VLIIX
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Value Line Capital Appreciation Instl
Price$12.10
Change+$0.31 (+2.63%)
VolumeN/A
Net Assets407.9M
RLBGX vs VLIIX Comparison Chart
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RLBGX vs. VLIIX commentary
Apr 25, 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 VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 227B vs. VLIIX (408M). RLBGX pays higher dividends than VLIIX: RLBGX (2.31) vs VLIIX (1.08). RLBGX was incepted earlier than VLIIX: RLBGX (16 years) vs VLIIX (9 years). VLIIX (0.89) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. VLIIX (36.00). 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 : 11.18 vs. RLBGX (4.54). RLBGX return over 5 years is better than : 37.73 vs. VLIIX (27.20).
| RLBGX | VLIIX | RLBGX / VLIIX | |
| Total Expense Ratio | 0.25 | 0.85 | 29% |
| Annual Report Gross Expense Ratio | 0.25 | 0.89 | 28% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -1.417 | -4.196 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 408M | 55,637% |
| Annual Yield % from dividends | 2.31 | 1.08 | 214% |
| Returns for 1 year | 4.54 | 11.18 | 41% |
| Returns for 3 years | 15.43 | 20.06 | 77% |
| Returns for 5 years | 37.73 | 27.20 | 139% |
| Returns for 10 years | 50.06 | N/A | - |