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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Virtus Tactical Allocation R6
Price$10.60
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
BALCX vs VTARX Comparison Chart
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BALCX vs. VTARX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. VTARX (641M). 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). BALCX annual gain was more profitable for investors over the last year : 11.44 vs. VTARX (4.35).
| 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 | 1.938 | 0.952 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 641M | 37,441% |
| Annual Yield % from dividends | 1.59 | 1.70 | 94% |
| Returns for 1 year | 11.44 | 4.35 | 263% |
| Returns for 3 years | 10.59 | -7.45 | -142% |
| Returns for 5 years | 25.92 | N/A | - |
| Returns for 10 years | 49.96 | N/A | - |
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