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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Virtus Tactical Allocation R6
Price$10.75
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets642.9M
BALCX vs VTARX Comparison Chart
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BALCX vs. VTARX commentary
Feb 23, 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: 242B vs. VTARX (643M). VTARX pays higher dividends than BALCX: VTARX (1.70) vs BALCX (1.59). BALCX was incepted earlier than VTARX: BALCX (24 years) vs VTARX (4 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. VTARX (23.00). 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 : 8.38 vs. VTARX (-1.05).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 2.790 | 2.381 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 643M | 37,636% |
| Annual Yield % from dividends | 1.59 | 1.70 | 94% |
| Returns for 1 year | 8.38 | -1.05 | -798% |
| Returns for 3 years | 15.69 | -1.81 | -865% |
| Returns for 5 years | 26.14 | N/A | - |
| Returns for 10 years | 46.66 | N/A | - |
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