RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
VALIX
Price
$14.05
Change
+$0.07 (+0.50%)
Updated
Jul 3 closing price
Net Assets
486.74M
Interact to see
Advertisement

RLBAX vs VALIX

Header iconRLBAX vs VALIX Comparison
Open Charts RLBAX vs VALIXBanner chart's image
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Value Line Capital Appreciation Investor
Price$14.05
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets486.74M
RLBAX vs VALIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
RLBAX vs. VALIX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. VALIX (487M). 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 : 20.79 vs. RLBAX (7.00). RLBAX return over 5 years is better than : 37.04 vs. VALIX (25.82).
RLBAXVALIXRLBAX / VALIX
Total Expense Ratio1.311.08121%
Annual Report Gross Expense Ratio1.311.08121%
Fund Existence23 years73 years-
Gain YTD7.65111.24368%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B487M51,745%
Annual Yield % from dividends1.180.71165%
Returns for 1 year7.0020.7934%
Returns for 3 years32.4561.1353%
Returns for 5 years37.0425.82143%
Returns for 10 years58.0152.73110%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CORN18.160.15
+0.83%
Teucrium Corn Fund
XLU81.840.61
+0.75%
The Utilities Select Sector SPDR® ETF
XLSR55.470.41
+0.75%
SPDR® SSGA US Sector Rotation ETF
PRFD50.810.01
+0.01%
PIMCO Preferred and Cp Sec Act Exc-Trd
USSH50.58-0.06
-0.11%
WisdomTree 1-3 Year Laddered Trsy ETF