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RLBBX vs VLIIX
RLBBX vs VLIIX Comparison
Open Charts RLBBX vs VLIIX
American Funds American Balanced R2
Price$37.78
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Value Line Capital Appreciation Instl
Price$14.64
Change+$0.15 (+1.04%)
VolumeN/A
Net Assets514.84M
RLBBX vs VLIIX Comparison Chart in %
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RLBBX vs. VLIIX commentary
Sep 09, 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 RLBBX is a Buy and VLIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 259B vs. VLIIX (515M). RLBBX pays higher dividends than VLIIX: RLBBX (1.15) vs VLIIX (0.90). RLBBX was incepted earlier than VLIIX: RLBBX (23 years) vs VLIIX (10 years). RLBBX (1.32) is less costly to investors than VLIIX (0.88). RLBBX is a more actively managed with annual turnover of: 44.00 vs. VLIIX (36.00). RLBBX has a lower initial minimum investment than VLIIX: RLBBX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 27.57 vs. RLBBX (9.11). RLBBX return over 5 years is better than : 35.40 vs. VLIIX (25.68).
| RLBBX | VLIIX | RLBBX / VLIIX | |
| Total Expense Ratio | 1.32 | 0.83 | 159% |
| Annual Report Gross Expense Ratio | 1.32 | 0.88 | 150% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 10.795 | 14.727 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 515M | 50,291% |
| Annual Yield % from dividends | 1.15 | 0.90 | 128% |
| Returns for 1 year | 9.11 | 27.57 | 33% |
| Returns for 3 years | 37.13 | 60.85 | 61% |
| Returns for 5 years | 35.40 | 25.68 | 138% |
| Returns for 10 years | 67.75 | N/A | - |
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