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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Virtus Tactical Allocation R6
Price$11.10
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
BALFX vs VTARX Comparison Chart
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BALFX vs. VTARX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 243B vs. VTARX (647M). VTARX (1.92) and BALFX (1.88) have matching dividends . 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 : 7.08 vs. VTARX (0.62).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 4.688 | 5.903 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 647M | 37,558% |
| Annual Yield % from dividends | 1.88 | 1.92 | 98% |
| Returns for 1 year | 7.08 | 0.62 | 1,150% |
| Returns for 3 years | 22.12 | 16.20 | 137% |
| Returns for 5 years | 34.60 | N/A | - |
| Returns for 10 years | 59.06 | N/A | - |
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