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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Virtus Tactical Allocation R6
Price$10.25
Change-$0.25 (-2.38%)
VolumeN/A
Net Assets621.52M
BALCX vs VTARX Comparison Chart
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BALCX vs. VTARX commentary
Apr 04, 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: 235B vs. VTARX (622M). VTARX pays higher dividends than BALCX: VTARX (2.02) vs BALCX (1.28). BALCX was incepted earlier than VTARX: BALCX (24 years) vs VTARX (4 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 : 0.58 vs. VTARX (-3.36).
| 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 | 4 years | - |
| Gain YTD | -2.337 | 0.360 | -650% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 622M | 37,781% |
| Annual Yield % from dividends | 1.28 | 2.02 | 64% |
| Returns for 1 year | 0.58 | -3.36 | -17% |
| Returns for 3 years | 7.28 | -5.12 | -142% |
| Returns for 5 years | 41.73 | N/A | - |
| Returns for 10 years | 41.88 | N/A | - |
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