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BALFX vs VTAIX
BALFX vs VTAIX Comparison
Open Charts BALFX vs VTAIX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.90
Change-$0.26 (-2.14%)
VolumeN/A
CapitalizationN/A
BALFX vs VTAIX Comparison Chart
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BALFX vs. VTAIX 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 BALFX is a Hold and VTAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. VTAIX (665M). BALFX pays higher dividends than VTAIX: BALFX (2.21) vs VTAIX (1.39). BALFX was incepted earlier than VTAIX: BALFX (24 years) vs VTAIX (6 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. VTAIX (23.00). BALFX has a lower initial minimum investment than VTAIX: BALFX (250) vs VTAIX (100000). VTAIX annual gain was more profitable for investors over the last year : 18.12 vs. BALFX (12.54). BALFX return over 5 years is better than : 32.57 vs. VTAIX (25.64).
| BALFX | VTAIX | BALFX / VTAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 11.522 | 18.245 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 665M | 36,241% |
| Annual Yield % from dividends | 2.21 | 1.39 | 159% |
| Returns for 1 year | 12.54 | 18.12 | 69% |
| Returns for 3 years | 11.70 | -7.85 | -149% |
| Returns for 5 years | 32.57 | 25.64 | 127% |
| Returns for 10 years | 46.34 | N/A | - |
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