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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Virtus Tactical Allocation R6
Price$11.08
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets634.3M
BALCX vs VTARX Comparison Chart in %
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BALCX vs. VTARX commentary
Sep 26, 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 BALCX is a Hold and VTARX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. VTARX (634M). VTARX pays higher dividends than BALCX: VTARX (2.02) vs BALCX (1.16). BALCX was incepted earlier than VTARX: BALCX (25 years) vs VTARX (5 years). BALCX (1.31) is less costly to investors than VTARX (0.76). BALCX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). BALCX has a lower initial minimum investment than VTARX: BALCX (250) vs VTARX (2500000). BALCX annual gain was more profitable for investors over the last year : 7.33 vs. VTARX (-3.83).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.76 | 172% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 12.273 | 7.809 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 634M | 41,483% |
| Annual Yield % from dividends | 1.16 | 2.02 | 58% |
| Returns for 1 year | 7.33 | -3.83 | -192% |
| Returns for 3 years | 47.41 | 32.44 | 146% |
| Returns for 5 years | 39.74 | N/A | - |
| Returns for 10 years | 74.74 | N/A | - |
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