Interact to see
Advertisement
Advertisement
RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Value Line Capital Appreciation Investor
Price$14.09
Change-$1.31 (-8.51%)
VolumeN/A
Net Assets516.14M
RLBEX vs VALIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBEX vs. VALIX commentary
Feb 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. VALIX (516M). RLBEX pays higher dividends than VALIX: RLBEX (1.87) 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). RLBEX annual gain was more profitable for investors over the last year : 11.32 vs. VALIX (8.99). RLBEX return over 5 years is better than : 35.56 vs. VALIX (5.97).
| 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 | 2.459 | -2.017 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 516M | 52,326% |
| Annual Yield % from dividends | 1.87 | 0.63 | 295% |
| Returns for 1 year | 11.32 | 8.99 | 126% |
| Returns for 3 years | 36.71 | 57.70 | 64% |
| Returns for 5 years | 35.56 | 5.97 | 595% |
| Returns for 10 years | 90.55 | 85.86 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| NU.X | 0.026172 | 0.000498 | +1.94% |
| NuCypher cryptocurrency | |||
| WIF.X | 0.249116 | 0.003438 | +1.40% |
| dogwifhat cryptocurrency | |||
| UMA.X | 0.560378 | -0.012220 | -2.13% |
| UMA cryptocurrency | |||
| ACM.X | 0.445988 | -0.011285 | -2.47% |
| AC Milan Fan Token cryptocurrency | |||
| FIRO.X | 1.151016 | -0.059669 | -4.93% |
| Firo cryptocurrency | |||