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RLBBX vs VLIIX
RLBBX vs VLIIX Comparison
Open Charts RLBBX vs VLIIX
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Value Line Capital Appreciation Instl
Price$14.29
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets500.59M
RLBBX vs VLIIX Comparison Chart in %
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RLBBX vs. VLIIX commentary
Jul 28, 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: 254B vs. VLIIX (501M). RLBBX pays higher dividends than VLIIX: RLBBX (1.17) vs VLIIX (0.92). 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 : 26.80 vs. RLBBX (9.41). RLBBX return over 5 years is better than : 35.33 vs. VLIIX (28.15).
| 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 | 8.557 | 13.143 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 501M | 50,699% |
| Annual Yield % from dividends | 1.17 | 0.92 | 127% |
| Returns for 1 year | 9.41 | 26.80 | 35% |
| Returns for 3 years | 32.13 | 60.54 | 53% |
| Returns for 5 years | 35.33 | 28.15 | 126% |
| Returns for 10 years | 58.04 | N/A | - |
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