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CLBCX vs VLIIX
CLBCX vs VLIIX Comparison
Open Charts CLBCX vs VLIIX
American Funds American Balanced 529C
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Value Line Capital Appreciation Instl
Price$15.34
Change+$0.13 (+0.85%)
VolumeN/A
Net Assets538.64M
CLBCX vs VLIIX Comparison Chart in %
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CLBCX vs. VLIIX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. VLIIX (539M). CLBCX pays higher dividends than VLIIX: CLBCX (1.06) 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 : 25.33 vs. CLBCX (8.56). CLBCX return over 5 years is better than : 40.91 vs. VLIIX (28.62).
| 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 | 14.701 | 21.457 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 539M | 49,351% |
| Annual Yield % from dividends | 1.06 | 0.86 | 123% |
| Returns for 1 year | 8.56 | 25.33 | 34% |
| Returns for 3 years | 48.29 | 77.17 | 63% |
| Returns for 5 years | 40.91 | 28.62 | 143% |
| Returns for 10 years | 72.45 | N/A | - |
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