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RLBGX vs VLIIX
RLBGX vs VLIIX Comparison
Open Charts RLBGX vs VLIIX
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Value Line Capital Appreciation Instl
Price$13.32
Change-$0.16 (-1.19%)
VolumeN/A
Net Assets459.74M
RLBGX vs VLIIX Comparison Chart
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RLBGX vs. VLIIX commentary
Jun 15, 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: 244B vs. VLIIX (460M). RLBGX pays higher dividends than VLIIX: RLBGX (2.23) vs VLIIX (0.98). RLBGX was incepted earlier than VLIIX: RLBGX (16 years) vs VLIIX (10 years). VLIIX (0.88) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 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 : 15.85 vs. RLBGX (5.63). RLBGX return over 5 years is better than : 40.35 vs. VLIIX (26.37).
| RLBGX | VLIIX | RLBGX / VLIIX | |
| Total Expense Ratio | 0.25 | 0.83 | 30% |
| Annual Report Gross Expense Ratio | 0.25 | 0.88 | 28% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 4.592 | 5.463 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 460M | 53,043% |
| Annual Yield % from dividends | 2.23 | 0.98 | 226% |
| Returns for 1 year | 5.63 | 15.85 | 36% |
| Returns for 3 years | 33.78 | 55.42 | 61% |
| Returns for 5 years | 40.35 | 26.37 | 153% |
| Returns for 10 years | 60.87 | N/A | - |
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