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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
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.
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).
| 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 | 8.064 | 11.243 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 487M | 51,745% |
| Annual Yield % from dividends | 1.83 | 0.71 | 256% |
| Returns for 1 year | 7.86 | 20.79 | 38% |
| Returns for 3 years | 35.05 | 61.13 | 57% |
| Returns for 5 years | 41.38 | 25.82 | 160% |
| Returns for 10 years | 67.17 | 52.73 | 127% |
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