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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Virtus Tactical Allocation R6
Price$11.10
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
BALCX vs VTARX Comparison Chart
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BALCX vs. VTARX commentary
Jun 07, 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: 243B vs. VTARX (647M). VTARX pays higher dividends than BALCX: VTARX (1.92) vs BALCX (1.24). 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 : 6.34 vs. VTARX (0.62).
| 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 | 4.397 | 5.903 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 647M | 37,558% |
| Annual Yield % from dividends | 1.24 | 1.92 | 65% |
| Returns for 1 year | 6.34 | 0.62 | 1,030% |
| Returns for 3 years | 20.09 | 16.20 | 124% |
| Returns for 5 years | 30.67 | N/A | - |
| Returns for 10 years | 52.83 | N/A | - |
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