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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation R6
Price$11.88
Change-$0.27 (-2.22%)
VolumeN/A
CapitalizationN/A
BALCX vs VTARX Comparison Chart
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BALCX vs. VTARX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. VTARX (665M). VTARX pays higher dividends than BALCX: VTARX (1.70) vs BALCX (1.59). BALCX was incepted earlier than VTARX: BALCX (24 years) vs VTARX (4 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. VTARX (23.00). BALCX has a lower initial minimum investment than VTARX: BALCX (250) vs VTARX (2500000). VTARX annual gain was more profitable for investors over the last year : 18.36 vs. BALCX (11.89).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 10.937 | 18.424 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 665M | 36,241% |
| Annual Yield % from dividends | 1.59 | 1.70 | 94% |
| Returns for 1 year | 11.89 | 18.36 | 65% |
| Returns for 3 years | 10.17 | -7.41 | -137% |
| Returns for 5 years | 28.93 | N/A | - |
| Returns for 10 years | 40.96 | N/A | - |
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