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RLBGX vs VLIIX
RLBGX vs VLIIX Comparison
Open Charts RLBGX vs VLIIX
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Value Line Capital Appreciation Instl
Price$13.00
Change-$0.23 (-1.74%)
VolumeN/A
Net Assets474.34M
RLBGX vs VLIIX Comparison Chart
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RLBGX vs. VLIIX commentary
Feb 23, 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 Hold and VLIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. VLIIX (474M). 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 : 20.33 vs. RLBGX (9.60). RLBGX return over 5 years is better than : 31.96 vs. VLIIX (24.83).
| 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 | 2.940 | 2.930 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 474M | 51,055% |
| Annual Yield % from dividends | 2.55 | 0.88 | 290% |
| Returns for 1 year | 9.60 | 20.33 | 47% |
| Returns for 3 years | 18.47 | 21.15 | 87% |
| Returns for 5 years | 31.96 | 24.83 | 129% |
| Returns for 10 years | 55.52 | N/A | - |
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