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CLBCX vs VLIIX
CLBCX vs VLIIX Comparison
Open Charts CLBCX vs VLIIX
American Funds American Balanced 529C
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Value Line Capital Appreciation Instl
Price$13.78
Change-$0.31 (-2.20%)
VolumeN/A
Net Assets495.77M
CLBCX vs VLIIX Comparison Chart in %
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CLBCX vs. VLIIX commentary
Feb 05, 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 (496M). CLBCX pays higher dividends than VLIIX: CLBCX (1.19) vs VLIIX (0.87). 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). CLBCX annual gain was more profitable for investors over the last year : 9.86 vs. VLIIX (5.94). CLBCX return over 5 years is better than : 31.97 vs. VLIIX (4.40).
| 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 | 2.242 | -4.106 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 496M | 54,435% |
| Annual Yield % from dividends | 1.19 | 0.87 | 137% |
| Returns for 1 year | 9.86 | 5.94 | 166% |
| Returns for 3 years | 33.49 | 55.28 | 61% |
| Returns for 5 years | 31.97 | 4.40 | 726% |
| Returns for 10 years | 86.02 | 86.17 | 100% |
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