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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$34.51
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation R6
Price$11.53
Change-$0.11 (-0.95%)
VolumeN/A
CapitalizationN/A
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BALCX vs VTARX Comparison Chart
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BALCX vs. VTARX commentary
Sep 08, 2024
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 Buy and VTARX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 228B vs. VTARX (650M). 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). VTARX (18.76) and BALCX (17.98) have marching annual gain over last year.
| 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 | 10.369 | 12.521 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 650M | 35,077% |
| Annual Yield % from dividends | 1.59 | 1.70 | 94% |
| Returns for 1 year | 17.98 | 18.76 | 96% |
| Returns for 3 years | 7.26 | -16.71 | -43% |
| Returns for 5 years | 31.57 | N/A | - |
| Returns for 10 years | 43.05 | N/A | - |
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