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RLBCX vs VALIX
RLBCX vs VALIX Comparison
Open Charts RLBCX vs VALIX
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.
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).
| 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 | 8.830 | 12.985 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 501M | 50,699% |
| Annual Yield % from dividends | 1.57 | 0.71 | 220% |
| Returns for 1 year | 9.89 | 26.46 | 37% |
| Returns for 3 years | 33.65 | 59.36 | 57% |
| Returns for 5 years | 37.80 | 26.57 | 142% |
| Returns for 10 years | 62.13 | 53.34 | 116% |
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