RLBCX
Price
$36.95
Change
+$0.07 (+0.19%)
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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RLBCX vs VALIX

Header iconRLBCX vs VALIX Comparison
Open Charts RLBCX vs VALIXBanner chart's image
American Funds American Balanced R3
Price$36.95
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Value Line Capital Appreciation Investor
Price$14.27
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets500.59M
RLBCX vs VALIX Comparison Chart in %
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RLBCX 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 RLBCX is a Buy and VALIX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. VALIX (501M). RLBCX pays higher dividends than VALIX: RLBCX (1.57) vs VALIX (0.71). RLBCX was incepted earlier than VALIX: RLBCX (23 years) vs VALIX (73 years). VALIX (1.08) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). RLBCX has a lower initial minimum investment than VALIX: RLBCX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 26.46 vs. RLBCX (9.89). RLBCX return over 5 years is better than : 37.80 vs. VALIX (26.57).
RLBCXVALIXRLBCX / VALIX
Total Expense Ratio0.891.0882%
Annual Report Gross Expense Ratio0.891.0882%
Fund Existence23 years73 years-
Gain YTD8.83012.98568%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B501M50,699%
Annual Yield % from dividends1.570.71220%
Returns for 1 year9.8926.4637%
Returns for 3 years33.6559.3657%
Returns for 5 years37.8026.57142%
Returns for 10 years62.1353.34116%
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