RLBEX
Price
$37.13
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
VALIX
Price
$14.27
Change
+$0.05 (+0.35%)
Updated
Jul 25 closing price
Net Assets
500.59M
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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$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Value Line Capital Appreciation Investor
Price$14.27
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets500.59M
RLBEX vs VALIX Comparison Chart in %
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RLBEX vs. VALIX commentary
Jul 27, 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: 254B vs. VALIX (501M). 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 : 26.46 vs. RLBEX (10.25). RLBEX return over 5 years is better than : 39.56 vs. VALIX (26.57).
RLBEXVALIXRLBEX / VALIX
Total Expense Ratio0.591.0855%
Annual Report Gross Expense Ratio0.591.0855%
Fund Existence23 years73 years-
Gain YTD9.00312.98569%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B501M50,699%
Annual Yield % from dividends1.830.71256%
Returns for 1 year10.2526.4639%
Returns for 3 years34.6859.3658%
Returns for 5 years39.5626.57149%
Returns for 10 years67.2053.34126%
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