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RLBCX vs VLIIX
RLBCX vs VLIIX Comparison
Open Charts RLBCX vs VLIIX
American Funds American Balanced R3
Price$38.09
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Value Line Capital Appreciation Instl
Price$14.47
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets533.49M
RLBCX vs VLIIX Comparison Chart in %
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RLBCX vs. VLIIX commentary
Jan 15, 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 (533M). RLBCX pays higher dividends than VLIIX: RLBCX (1.66) vs VLIIX (0.86). 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 : 15.65 vs. RLBCX (13.88). RLBCX return over 5 years is better than : 34.83 vs. VLIIX (15.43).
| 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 | 2.337 | 0.696 | 336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 533M | 50,657% |
| Annual Yield % from dividends | 1.66 | 0.86 | 192% |
| Returns for 1 year | 13.88 | 15.65 | 89% |
| Returns for 3 years | 36.44 | 74.32 | 49% |
| Returns for 5 years | 34.83 | 15.43 | 226% |
| Returns for 10 years | 85.36 | 89.65 | 95% |
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