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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$38.08
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Value Line Capital Appreciation Instl
Price$13.78
Change-$0.31 (-2.20%)
VolumeN/A
Net Assets495.77M
RLBCX vs VLIIX Comparison Chart in %
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RLBCX vs. VLIIX commentary
Feb 05, 2026
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 Hold and VLIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. VLIIX (496M). RLBCX pays higher dividends than VLIIX: RLBCX (1.62) vs VLIIX (0.87). 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). RLBCX annual gain was more profitable for investors over the last year : 10.35 vs. VLIIX (5.94). RLBCX return over 5 years is better than : 33.51 vs. VLIIX (4.40).
| 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 | 2.311 | -4.106 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 496M | 54,435% |
| Annual Yield % from dividends | 1.62 | 0.87 | 187% |
| Returns for 1 year | 10.35 | 5.94 | 174% |
| Returns for 3 years | 35.31 | 55.28 | 64% |
| Returns for 5 years | 33.51 | 4.40 | 761% |
| Returns for 10 years | 84.25 | 86.17 | 98% |
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