Interact to see
Advertisement
Advertisement
BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$36.56
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets252.03B
Virtus Tactical Allocation R6
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets646.96M
BALCX vs VTARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. VTARX commentary
Jul 16, 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: 252B vs. VTARX (647M). VTARX pays higher dividends than BALCX: VTARX (2.01) vs BALCX (1.19). 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 : 5.72 vs. VTARX (-1.06).
| 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 | 7.655 | 7.015 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 647M | 38,949% |
| Annual Yield % from dividends | 1.19 | 2.01 | 59% |
| Returns for 1 year | 5.72 | -1.06 | -540% |
| Returns for 3 years | 32.89 | 25.52 | 129% |
| Returns for 5 years | 34.82 | N/A | - |
| Returns for 10 years | 55.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement