RLBCX
Price
$36.64
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
VALIX
Price
$14.05
Change
+$0.07 (+0.50%)
Updated
Jul 3 closing price
Net Assets
486.74M
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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$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Value Line Capital Appreciation Investor
Price$14.05
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets486.74M
RLBCX vs VALIX Comparison Chart in %
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RLBCX vs. VALIX commentary
Jul 07, 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: 252B vs. VALIX (487M). 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 : 20.79 vs. RLBCX (7.52). RLBCX return over 5 years is better than : 39.59 vs. VALIX (25.82).
RLBCXVALIXRLBCX / VALIX
Total Expense Ratio0.891.0882%
Annual Report Gross Expense Ratio0.891.0882%
Fund Existence23 years73 years-
Gain YTD7.91711.24370%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B487M51,745%
Annual Yield % from dividends1.570.71220%
Returns for 1 year7.5220.7936%
Returns for 3 years34.0161.1356%
Returns for 5 years39.5925.82153%
Returns for 10 years62.1452.73118%
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