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CLBCX vs VLIIX
CLBCX vs VLIIX Comparison
Open Charts CLBCX vs VLIIX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Value Line Capital Appreciation Instl
Price$15.15
Change-$0.35 (-2.26%)
VolumeN/A
Net Assets535.93M
CLBCX vs VLIIX Comparison Chart in %
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CLBCX vs. VLIIX commentary
Nov 14, 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 CLBCX is a Buy and VLIIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. VLIIX (536M). CLBCX pays higher dividends than VLIIX: CLBCX (1.04) vs VLIIX (0.83). 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 : 20.77 vs. CLBCX (7.92). CLBCX return over 5 years is better than : 36.11 vs. VLIIX (27.27).
| 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 | 14.029 | 22.724 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 536M | 50,187% |
| Annual Yield % from dividends | 1.04 | 0.83 | 125% |
| Returns for 1 year | 7.92 | 20.77 | 38% |
| Returns for 3 years | 40.07 | 69.68 | 58% |
| Returns for 5 years | 36.11 | 27.27 | 132% |
| Returns for 10 years | 73.04 | 76.55 | 95% |
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