RLBEX
Price
$36.81
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
VALIX
Price
$14.05
Change
+$0.07 (+0.50%)
Updated
Jul 3 closing price
Net Assets
486.74M
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RLBEX vs VALIX

Header iconRLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIXBanner chart's image
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Value Line Capital Appreciation Investor
Price$14.05
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets486.74M
RLBEX vs VALIX Comparison Chart in %
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RLBEX vs. VALIX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. VALIX (487M). RLBEX pays higher dividends than VALIX: RLBEX (1.83) vs VALIX (0.71). 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 : 20.79 vs. RLBEX (7.86). RLBEX return over 5 years is better than : 41.38 vs. VALIX (25.82).
RLBEXVALIXRLBEX / VALIX
Total Expense Ratio0.591.0855%
Annual Report Gross Expense Ratio0.591.0855%
Fund Existence23 years73 years-
Gain YTD8.06411.24372%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B487M51,745%
Annual Yield % from dividends1.830.71256%
Returns for 1 year7.8620.7938%
Returns for 3 years35.0561.1357%
Returns for 5 years41.3825.82160%
Returns for 10 years67.1752.73127%
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