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RLBAX vs VALIX
RLBAX vs VALIX Comparison
Open Charts RLBAX vs VALIX
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Value Line Capital Appreciation Investor
Price$14.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets505.02M
RLBAX vs VALIX Comparison Chart in %
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RLBAX vs. VALIX commentary
Aug 18, 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 RLBAX is a Buy and VALIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. VALIX (505M). RLBAX pays higher dividends than VALIX: RLBAX (1.17) vs VALIX (0.71). RLBAX was incepted earlier than VALIX: RLBAX (23 years) vs VALIX (73 years). RLBAX (1.31) is less costly to investors than VALIX (1.08). RLBAX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). RLBAX has a lower initial minimum investment than VALIX: RLBAX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 24.86 vs. RLBAX (7.15). RLBAX return over 5 years is better than : 33.77 vs. VALIX (24.58).
| RLBAX | VALIX | RLBAX / VALIX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 23 years | 73 years | - |
| Gain YTD | 9.243 | 13.618 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 505M | 50,693% |
| Annual Yield % from dividends | 1.17 | 0.71 | 165% |
| Returns for 1 year | 7.15 | 24.86 | 29% |
| Returns for 3 years | 27.06 | 42.20 | 64% |
| Returns for 5 years | 33.77 | 24.58 | 137% |
| Returns for 10 years | 59.12 | 55.17 | 107% |
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