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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Virtus Tactical Allocation R6
Price$10.49
Change+$0.16 (+1.55%)
VolumeN/A
Net Assets607.82M
BALCX vs VTARX Comparison Chart
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BALCX vs. VTARX commentary
Apr 25, 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: 227B vs. VTARX (608M). VTARX pays higher dividends than BALCX: VTARX (2.02) vs BALCX (1.28). BALCX was incepted earlier than VTARX: BALCX (24 years) vs VTARX (5 years). BALCX (1.32) is less costly to investors than VTARX (0.76). BALCX is a more actively managed with annual turnover of: 171.00 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 : 3.38 vs. VTARX (-2.01).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | 1.32 | 0.60 | 220% |
| Annual Report Gross Expense Ratio | 1.32 | 0.76 | 174% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -1.749 | -1.265 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 608M | 37,336% |
| Annual Yield % from dividends | 1.28 | 2.02 | 64% |
| Returns for 1 year | 3.38 | -2.01 | -168% |
| Returns for 3 years | 12.46 | 2.51 | 497% |
| Returns for 5 years | 31.61 | N/A | - |
| Returns for 10 years | 41.14 | N/A | - |
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