BALFX
Price
$37.57
Change
-$0.14 (-0.37%)
Updated
Aug 29 closing price
Net Assets
255.46B
VTARX
Price
$11.20
Change
-$0.05 (-0.44%)
Updated
Aug 29 closing price
Net Assets
639.36M
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BALFX vs VTARX

Header iconBALFX vs VTARX Comparison
Open Charts BALFX vs VTARXBanner chart's image
American Funds American Balanced F1
Price$37.57
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Virtus Tactical Allocation R6
Price$11.20
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets639.36M
BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Aug 30, 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 VTARX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 255B vs. VTARX (639M). VTARX pays higher dividends than BALFX: VTARX (2.02) vs BALFX (1.79). BALFX was incepted earlier than VTARX: BALFX (24 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). BALFX has a lower initial minimum investment than VTARX: BALFX (250) vs VTARX (2500000). BALFX annual gain was more profitable for investors over the last year : 7.68 vs. VTARX (-1.36).
BALFXVTARXBALFX / VTARX
Total Expense Ratio0.610.60102%
Annual Report Gross Expense Ratio0.610.7680%
Fund Existence24 years5 years-
Gain YTD10.1878.169125%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets255B639M39,906%
Annual Yield % from dividends1.792.0289%
Returns for 1 year7.68-1.36-563%
Returns for 3 years36.1122.18163%
Returns for 5 years36.77N/A-
Returns for 10 years76.25N/A-
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