Interact to see
Advertisement
Advertisement
RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$39.48
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Value Line Capital Appreciation Investor
Price$15.47
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets547.37M
RLBEX vs VALIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBEX vs. VALIX commentary
Nov 14, 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 RLBEX is a Buy and VALIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 268B vs. VALIX (547M). RLBEX pays higher dividends than VALIX: RLBEX (1.71) vs VALIX (0.64). RLBEX was incepted earlier than VALIX: RLBEX (23 years) vs VALIX (73 years). VALIX (1.08) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). RLBEX has a lower initial minimum investment than VALIX: RLBEX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 20.46 vs. RLBEX (9.94). RLBEX return over 5 years is better than : 41.28 vs. VALIX (25.75).
| RLBEX | VALIX | RLBEX / VALIX | |
| Total Expense Ratio | 0.59 | 1.08 | 55% |
| Annual Report Gross Expense Ratio | 0.59 | 1.08 | 55% |
| Fund Existence | 23 years | 73 years | - |
| Gain YTD | 16.221 | 22.486 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 547M | 48,995% |
| Annual Yield % from dividends | 1.71 | 0.64 | 266% |
| Returns for 1 year | 9.94 | 20.46 | 49% |
| Returns for 3 years | 43.51 | 68.34 | 64% |
| Returns for 5 years | 41.28 | 25.75 | 160% |
| Returns for 10 years | 80.23 | 73.92 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement