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RLEFX vs VALIX
RLEFX vs VALIX Comparison
Open Charts RLEFX vs VALIX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$11.90
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
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RLEFX vs VALIX Comparison Chart
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RLEFX vs. VALIX commentary
Sep 21, 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 (445M). 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 : 28.81 vs. RLEFX (24.64). RLEFX return over 5 years is better than : 40.23 vs. VALIX (15.05).
| 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 | 14.180 | 13.333 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 445M | 53,034% |
| Annual Yield % from dividends | 2.42 | 0.68 | 355% |
| Returns for 1 year | 24.64 | 28.81 | 86% |
| Returns for 3 years | 15.33 | -13.44 | -114% |
| Returns for 5 years | 40.23 | 15.05 | 267% |
| Returns for 10 years | N/A | 17.74 | - |
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