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RLBGX vs VLIIX
RLBGX vs VLIIX Comparison
Open Charts RLBGX vs VLIIX
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Instl
Price$12.78
Change-$0.55 (-4.13%)
VolumeN/A
CapitalizationN/A
RLBGX vs VLIIX Comparison Chart
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RLBGX vs. VLIIX commentary
Dec 19, 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: 241B vs. VLIIX (488M). 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 : 28.30 vs. RLBGX (12.83). RLBGX (34.51) and VLIIX (33.86) have equivalent 5 years return.
| 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 | 11.811 | 26.952 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 488M | 49,385% |
| Annual Yield % from dividends | 2.55 | 0.88 | 290% |
| Returns for 1 year | 12.83 | 28.30 | 45% |
| Returns for 3 years | 12.48 | 12.14 | 103% |
| Returns for 5 years | 34.51 | 33.86 | 102% |
| Returns for 10 years | 49.12 | N/A | - |
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