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RLBEX vs VALIX
RLBEX vs VALIX Comparison
Open Charts RLBEX vs VALIX
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Value Line Capital Appreciation Investor
Price$14.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets505.02M
RLBEX vs VALIX Comparison Chart in %
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RLBEX vs. VALIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. VALIX (505M). RLBEX pays higher dividends than VALIX: RLBEX (1.81) 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 : 24.86 vs. RLBEX (7.95). RLBEX return over 5 years is better than : 37.99 vs. VALIX (24.58).
| 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 | 9.737 | 13.618 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 505M | 50,693% |
| Annual Yield % from dividends | 1.81 | 0.71 | 257% |
| Returns for 1 year | 7.95 | 24.86 | 32% |
| Returns for 3 years | 29.52 | 42.20 | 70% |
| Returns for 5 years | 37.99 | 24.58 | 155% |
| Returns for 10 years | 68.32 | 55.17 | 124% |
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