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RLEFX vs VLIIX
RLEFX vs VLIIX Comparison
Open Charts RLEFX vs VLIIX
American Funds American Balanced R5E
Price$34.32
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Instl
Price$12.85
Change+$0.16 (+1.26%)
VolumeN/A
CapitalizationN/A
RLEFX vs VLIIX Comparison Chart
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RLEFX vs. VLIIX commentary
Dec 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 Buy and VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. VLIIX (468M). RLEFX pays higher dividends than VLIIX: RLEFX (2.42) vs VLIIX (0.88). RLEFX was incepted earlier than VLIIX: RLEFX (9 years) vs VLIIX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. VLIIX (52.00). RLEFX has a lower initial minimum investment than VLIIX: RLEFX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 24.05 vs. RLEFX (10.40). RLEFX (31.02) and VLIIX (29.67) have equivalent 5 years return.
| RLEFX | VLIIX | RLEFX / VLIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 9.746 | 23.582 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 468M | 50,214% |
| Annual Yield % from dividends | 2.42 | 0.88 | 275% |
| Returns for 1 year | 10.40 | 24.05 | 43% |
| Returns for 3 years | 9.87 | 7.30 | 135% |
| Returns for 5 years | 31.02 | 29.67 | 105% |
| Returns for 10 years | N/A | N/A | - |
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