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BALFX vs VTAIX
BALFX vs VTAIX Comparison
Open Charts BALFX vs VTAIX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.92
Change-$0.14 (-1.16%)
VolumeN/A
CapitalizationN/A
BALFX vs VTAIX Comparison Chart
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BALFX vs. VTAIX commentary
Nov 18, 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 StrongBuy and VTAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. VTAIX (659M). 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 : 23.40 vs. BALFX (20.84). BALFX return over 5 years is better than : 34.76 vs. VTAIX (28.66).
| 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 | 13.997 | 15.532 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 659M | 35,812% |
| Annual Yield % from dividends | 2.21 | 1.39 | 159% |
| Returns for 1 year | 20.84 | 23.40 | 89% |
| Returns for 3 years | 10.40 | -16.01 | -65% |
| Returns for 5 years | 34.76 | 28.66 | 121% |
| Returns for 10 years | 50.51 | N/A | - |