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RLEFX vs VALIX
RLEFX vs VALIX Comparison
Open Charts RLEFX vs VALIX
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$12.68
Change-$0.11 (-0.86%)
VolumeN/A
CapitalizationN/A
RLEFX vs VALIX Comparison Chart
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RLEFX vs. VALIX commentary
Nov 18, 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 RLEFX is a StrongBuy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. VALIX (466M). RLEFX pays higher dividends than VALIX: RLEFX (2.42) vs VALIX (0.68). RLEFX was incepted earlier than VALIX: RLEFX (9 years) vs VALIX (72 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. VALIX (52.00). RLEFX has a lower initial minimum investment than VALIX: RLEFX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 32.01 vs. RLEFX (21.09). RLEFX return over 5 years is better than : 35.95 vs. VALIX (19.74).
| RLEFX | VALIX | RLEFX / VALIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 72 years | - |
| Gain YTD | 14.211 | 20.762 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 466M | 50,644% |
| Annual Yield % from dividends | 2.42 | 0.68 | 355% |
| Returns for 1 year | 21.09 | 32.01 | 66% |
| Returns for 3 years | 10.95 | -10.47 | -105% |
| Returns for 5 years | 35.95 | 19.74 | 182% |
| Returns for 10 years | N/A | 21.89 | - |
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