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RLBCX vs VALIX
RLBCX vs VALIX Comparison
Open Charts RLBCX vs VALIX
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Value Line Capital Appreciation Investor
Price$14.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets505.02M
RLBCX vs VALIX Comparison Chart in %
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RLBCX vs. VALIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. VALIX (505M). RLBCX pays higher dividends than VALIX: RLBCX (1.56) 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 : 24.86 vs. RLBCX (7.61). RLBCX return over 5 years is better than : 36.26 vs. VALIX (24.58).
| RLBCX | VALIX | RLBCX / VALIX | |
| Total Expense Ratio | 0.89 | 1.08 | 82% |
| Annual Report Gross Expense Ratio | 0.89 | 1.08 | 82% |
| Fund Existence | 23 years | 73 years | - |
| Gain YTD | 9.537 | 13.618 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 505M | 50,693% |
| Annual Yield % from dividends | 1.56 | 0.71 | 220% |
| Returns for 1 year | 7.61 | 24.86 | 31% |
| Returns for 3 years | 28.47 | 42.20 | 67% |
| Returns for 5 years | 36.26 | 24.58 | 148% |
| Returns for 10 years | 63.18 | 55.17 | 115% |
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