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RLBGX vs VLIIX
RLBGX vs VLIIX Comparison
Open Charts RLBGX vs VLIIX
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Value Line Capital Appreciation Instl
Price$12.98
Change+$0.13 (+1.01%)
VolumeN/A
Net Assets477.08M
RLBGX vs VLIIX Comparison Chart
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RLBGX vs. VLIIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. VLIIX (477M). 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 : 26.64 vs. RLBGX (12.67). RLBGX return over 5 years is better than : 31.72 vs. VLIIX (26.40).
| 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 | 1.980 | 2.771 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 477M | 50,314% |
| Annual Yield % from dividends | 2.55 | 0.88 | 290% |
| Returns for 1 year | 12.67 | 26.64 | 48% |
| Returns for 3 years | 13.23 | 13.84 | 96% |
| Returns for 5 years | 31.72 | 26.40 | 120% |
| Returns for 10 years | 59.02 | N/A | - |