Ad is loading...
BALFX vs VTAIX
BALFX vs VTAIX Comparison
Open Charts BALFX vs VTAIX
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BALFX vs VTAIX Comparison Chart
Loading...
BALFX vs. VTAIX commentary
Sep 21, 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 (669M). 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 : 26.87 vs. BALFX (24.37). BALFX return over 5 years is better than : 38.99 vs. VTAIX (30.36).
| 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 | 15.144 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 669M | 35,277% |
| Annual Yield % from dividends | 2.21 | 1.39 | 159% |
| Returns for 1 year | 24.37 | 26.87 | 91% |
| Returns for 3 years | 14.75 | -12.43 | -119% |
| Returns for 5 years | 38.99 | 30.36 | 128% |
| Returns for 10 years | 53.86 | N/A | - |