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RLBFX vs VALIX
RLBFX vs VALIX Comparison
Open Charts RLBFX vs VALIX
American Funds American Balanced R5
Price$38.57
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Value Line Capital Appreciation Investor
Price$14.92
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets525.17M
RLBFX vs VALIX Comparison Chart in %
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RLBFX vs. VALIX commentary
Sep 29, 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 RLBFX is a Hold and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. VALIX (525M). RLBFX pays higher dividends than VALIX: RLBFX (2.05) vs VALIX (0.70). RLBFX was incepted earlier than VALIX: RLBFX (23 years) vs VALIX (73 years). VALIX (1.08) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). RLBFX has a lower initial minimum investment than VALIX: RLBFX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 24.65 vs. RLBFX (8.42). RLBFX return over 5 years is better than : 46.33 vs. VALIX (29.09).
| RLBFX | VALIX | RLBFX / VALIX | |
| Total Expense Ratio | 0.29 | 1.08 | 27% |
| Annual Report Gross Expense Ratio | 0.29 | 1.08 | 27% |
| Fund Existence | 23 years | 73 years | - |
| Gain YTD | 13.390 | 18.131 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 525M | 50,095% |
| Annual Yield % from dividends | 2.05 | 0.70 | 294% |
| Returns for 1 year | 8.42 | 24.65 | 34% |
| Returns for 3 years | 52.65 | 76.06 | 69% |
| Returns for 5 years | 46.33 | 29.09 | 159% |
| Returns for 10 years | 86.14 | 78.45 | 110% |
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