RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
VALIX
Price
$14.27
Change
+$0.05 (+0.35%)
Updated
Jul 25 closing price
Net Assets
500.59M
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RLBAX vs VALIX

Header iconRLBAX vs VALIX Comparison
Open Charts RLBAX vs VALIXBanner chart's image
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Value Line Capital Appreciation Investor
Price$14.27
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets500.59M
RLBAX vs VALIX Comparison Chart in %
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RLBAX vs. VALIX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. VALIX (501M). RLBAX pays higher dividends than VALIX: RLBAX (1.18) 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 : 26.46 vs. RLBAX (9.42). RLBAX return over 5 years is better than : 35.28 vs. VALIX (26.57).
RLBAXVALIXRLBAX / VALIX
Total Expense Ratio1.311.08121%
Annual Report Gross Expense Ratio1.311.08121%
Fund Existence23 years73 years-
Gain YTD8.56512.98566%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B501M50,699%
Annual Yield % from dividends1.180.71165%
Returns for 1 year9.4226.4636%
Returns for 3 years32.1459.3654%
Returns for 5 years35.2826.57133%
Returns for 10 years58.0653.34109%
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