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RLBBX vs VLIIX
RLBBX vs VLIIX Comparison
Open Charts RLBBX vs VLIIX
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Value Line Capital Appreciation Instl
Price$13.32
Change-$0.16 (-1.19%)
VolumeN/A
Net Assets459.74M
RLBBX vs VLIIX Comparison Chart
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RLBBX vs. VLIIX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. VLIIX (460M). RLBBX pays higher dividends than VLIIX: RLBBX (1.23) vs VLIIX (0.98). 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 : 15.85 vs. RLBBX (4.47). RLBBX return over 5 years is better than : 34.04 vs. VLIIX (26.37).
| 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 | 4.082 | 5.463 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 460M | 53,043% |
| Annual Yield % from dividends | 1.23 | 0.98 | 125% |
| Returns for 1 year | 4.47 | 15.85 | 28% |
| Returns for 3 years | 30.06 | 55.42 | 54% |
| Returns for 5 years | 34.04 | 26.37 | 129% |
| Returns for 10 years | 51.22 | N/A | - |
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