Interact to see
Advertisement
Advertisement
CLBCX vs VLIIX
CLBCX vs VLIIX Comparison
Open Charts CLBCX vs VLIIX
American Funds American Balanced 529C
Price$38.33
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Value Line Capital Appreciation Instl
Price$14.47
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets533.49M
CLBCX vs VLIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. VLIIX commentary
Jan 15, 2026
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 CLBCX is a Hold and VLIIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. VLIIX (533M). CLBCX pays higher dividends than VLIIX: CLBCX (1.21) vs VLIIX (0.86). CLBCX was incepted earlier than VLIIX: CLBCX (24 years) vs VLIIX (10 years). CLBCX (1.35) is less costly to investors than VLIIX (0.88). CLBCX is a more actively managed with annual turnover of: 44.00 vs. VLIIX (36.00). CLBCX has a lower initial minimum investment than VLIIX: CLBCX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 15.65 vs. CLBCX (13.39). CLBCX return over 5 years is better than : 33.30 vs. VLIIX (15.43).
| CLBCX | VLIIX | CLBCX / VLIIX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.295 | 0.696 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 533M | 50,657% |
| Annual Yield % from dividends | 1.21 | 0.86 | 141% |
| Returns for 1 year | 13.39 | 15.65 | 86% |
| Returns for 3 years | 34.64 | 74.32 | 47% |
| Returns for 5 years | 33.30 | 15.43 | 216% |
| Returns for 10 years | 87.18 | 89.65 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TURF | 31.35 | 0.84 | +2.75% |
| T. Rowe Price Natural Resources ETF | |||
| LITP | 15.25 | 0.14 | +0.93% |
| Sprott Lithium Miners ETF | |||
| EMGF | 61.14 | 0.40 | +0.66% |
| iShares Em Mkts Eq Fac ETF | |||
| VGUS | 75.56 | 0.02 | +0.02% |
| Vanguard Ultra-Short Treasury ETF | |||
| IGHG | 78.69 | 0.01 | +0.01% |
| ProShares Investment Grade—Intr Rt Hdgd | |||