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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$37.88
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Value Line Capital Appreciation Instl
Price$14.64
Change+$0.15 (+1.04%)
VolumeN/A
Net Assets514.84M
RLBCX vs VLIIX Comparison Chart in %
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RLBCX vs. VLIIX commentary
Sep 09, 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 VLIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. VLIIX (515M). RLBCX pays higher dividends than VLIIX: RLBCX (1.53) vs VLIIX (0.90). RLBCX was incepted earlier than VLIIX: RLBCX (23 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 : 27.57 vs. RLBCX (9.58). RLBCX return over 5 years is better than : 37.90 vs. VLIIX (25.68).
| RLBCX | VLIIX | RLBCX / VLIIX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.88 | 101% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 11.127 | 14.727 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 515M | 50,291% |
| Annual Yield % from dividends | 1.53 | 0.90 | 170% |
| Returns for 1 year | 9.58 | 27.57 | 35% |
| Returns for 3 years | 38.72 | 60.85 | 64% |
| Returns for 5 years | 37.90 | 25.68 | 148% |
| Returns for 10 years | 72.02 | N/A | - |
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