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BALFX vs VTAIX
BALFX vs VTAIX Comparison
Open Charts BALFX vs VTAIX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Virtus Tactical Allocation I
Price$10.62
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
BALFX vs VTAIX Comparison Chart
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BALFX vs. VTAIX 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 BALFX is a Buy and VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. VTAIX (641M). 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). BALFX annual gain was more profitable for investors over the last year : 12.25 vs. VTAIX (3.97). BALFX return over 5 years is better than : 29.72 vs. VTAIX (6.97).
| 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 | 1.953 | 0.760 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 641M | 37,441% |
| Annual Yield % from dividends | 2.21 | 1.39 | 159% |
| Returns for 1 year | 12.25 | 3.97 | 309% |
| Returns for 3 years | 12.28 | -8.05 | -153% |
| Returns for 5 years | 29.72 | 6.97 | 426% |
| Returns for 10 years | 55.85 | N/A | - |