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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$37.39
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
Value Line Capital Appreciation Instl
Price$14.59
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets542.15M
RLBCX vs VLIIX Comparison Chart in %
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RLBCX vs. VLIIX commentary
Dec 26, 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 StrongBuy and VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. VLIIX (542M). RLBCX pays higher dividends than VLIIX: RLBCX (1.44) vs VLIIX (0.84). RLBCX was incepted earlier than VLIIX: RLBCX (24 years) vs VLIIX (10 years). RLBCX (0.89) and VLIIX (0.88) have similar cost to investors . RLBCX is a more actively managed with annual turnover of: 44.00 vs. VLIIX (36.00). RLBCX has a lower initial minimum investment than VLIIX: RLBCX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 12.14 vs. RLBCX (8.88). RLBCX return over 5 years is better than : 32.94 vs. VLIIX (16.46).
| RLBCX | VLIIX | RLBCX / VLIIX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.88 | 101% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 10.350 | 15.519 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 542M | 49,631% |
| Annual Yield % from dividends | 1.44 | 0.84 | 171% |
| Returns for 1 year | 8.88 | 12.14 | 73% |
| Returns for 3 years | 36.46 | 90.05 | 40% |
| Returns for 5 years | 32.94 | 16.46 | 200% |
| Returns for 10 years | 70.46 | 74.37 | 95% |
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