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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$38.29
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Value Line Capital Appreciation Investor
Price$14.47
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets533.49M
RLBEX vs VALIX Comparison Chart in %
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RLBEX vs. VALIX 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 RLBEX is a Hold and VALIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. VALIX (533M). RLBEX pays higher dividends than VALIX: RLBEX (1.92) vs VALIX (0.63). RLBEX was incepted earlier than VALIX: RLBEX (24 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 : 15.39 vs. RLBEX (14.23). RLBEX return over 5 years is better than : 36.62 vs. VALIX (14.01).
| RLBEX | VALIX | RLBEX / VALIX | |
| Total Expense Ratio | 0.59 | 1.08 | 55% |
| Annual Report Gross Expense Ratio | 0.59 | 1.08 | 55% |
| Fund Existence | 24 years | 73 years | - |
| Gain YTD | 2.352 | 0.626 | 376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 533M | 50,657% |
| Annual Yield % from dividends | 1.92 | 0.63 | 304% |
| Returns for 1 year | 14.23 | 15.39 | 92% |
| Returns for 3 years | 37.77 | 73.14 | 52% |
| Returns for 5 years | 36.62 | 14.01 | 261% |
| Returns for 10 years | 91.52 | 84.98 | 108% |
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