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RLBGX vs VLIIX
RLBGX vs VLIIX Comparison
Open Charts RLBGX vs VLIIX
American Funds American Balanced R6
Price$36.86
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets252.03B
Value Line Capital Appreciation Instl
Price$14.07
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets491.06M
RLBGX vs VLIIX Comparison Chart in %
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RLBGX vs. VLIIX commentary
Jul 13, 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: 252B vs. VLIIX (491M). RLBGX pays higher dividends than VLIIX: RLBGX (2.15) vs VLIIX (0.92). 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 : 20.41 vs. RLBGX (7.17). RLBGX return over 5 years is better than : 42.13 vs. VLIIX (23.70).
| 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 | 8.142 | 11.401 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 491M | 51,324% |
| Annual Yield % from dividends | 2.15 | 0.92 | 233% |
| Returns for 1 year | 7.17 | 20.41 | 35% |
| Returns for 3 years | 37.30 | 61.78 | 60% |
| Returns for 5 years | 42.13 | 23.70 | 178% |
| Returns for 10 years | 66.20 | N/A | - |
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