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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Virtus Tactical Allocation R6
Price$10.91
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets609.04M
BALCX vs VTARX Comparison Chart in %
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BALCX vs. VTARX commentary
Nov 20, 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: 263B vs. VTARX (609M). VTARX pays higher dividends than BALCX: VTARX (2.06) vs BALCX (1.10). BALCX was incepted earlier than VTARX: BALCX (25 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 : 8.17 vs. VTARX (-6.78). BALCX return over 5 years is better than : 34.58 vs. VTARX (-8.15).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.76 | 172% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 13.334 | 5.295 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 609M | 43,186% |
| Annual Yield % from dividends | 1.10 | 2.06 | 54% |
| Returns for 1 year | 8.17 | -6.78 | -121% |
| Returns for 3 years | 38.17 | 23.80 | 160% |
| Returns for 5 years | 34.58 | -8.15 | -424% |
| Returns for 10 years | 63.59 | N/A | - |
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