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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$37.25
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Virtus Tactical Allocation R6
Price$11.20
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets639.36M
BALCX vs VTARX Comparison Chart in %
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BALCX vs. VTARX commentary
Aug 30, 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 Buy and VTARX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 255B vs. VTARX (639M). VTARX pays higher dividends than BALCX: VTARX (2.02) vs BALCX (1.18). BALCX was incepted earlier than VTARX: BALCX (24 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 : 6.89 vs. VTARX (-1.36).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.76 | 172% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.686 | 8.169 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 639M | 39,906% |
| Annual Yield % from dividends | 1.18 | 2.02 | 58% |
| Returns for 1 year | 6.89 | -1.36 | -505% |
| Returns for 3 years | 33.62 | 22.18 | 152% |
| Returns for 5 years | 32.72 | N/A | - |
| Returns for 10 years | 69.03 | N/A | - |
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