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RLBGX vs VLIIX
RLBGX vs VLIIX Comparison
Open Charts RLBGX vs VLIIX
American Funds American Balanced R6
Price$34.89
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
Value Line Capital Appreciation Instl
Price$13.01
Change-$0.11 (-0.84%)
VolumeN/A
Net Assets446.1M
RLBGX vs VLIIX Comparison Chart
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RLBGX vs. VLIIX commentary
May 24, 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: 238B vs. VLIIX (446M). RLBGX pays higher dividends than VLIIX: RLBGX (2.31) vs VLIIX (1.05). 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 : 16.68 vs. RLBGX (5.61). RLBGX return over 5 years is better than : 39.90 vs. VLIIX (25.27).
| 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 | 1.973 | 3.009 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 446M | 53,363% |
| Annual Yield % from dividends | 2.31 | 1.05 | 220% |
| Returns for 1 year | 5.61 | 16.68 | 34% |
| Returns for 3 years | 23.22 | 45.68 | 51% |
| Returns for 5 years | 39.90 | 25.27 | 158% |
| Returns for 10 years | 55.97 | N/A | - |
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