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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Virtus Tactical Allocation R6
Price$10.91
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets609.04M
BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Nov 20, 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 Hold and VTARX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. VTARX (609M). VTARX pays higher dividends than BALFX: VTARX (2.06) vs BALFX (1.70). BALFX was incepted earlier than VTARX: BALFX (25 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 : 8.95 vs. VTARX (-6.78). BALFX return over 5 years is better than : 38.60 vs. VTARX (-8.15).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 14.015 | 5.295 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 609M | 43,186% |
| Annual Yield % from dividends | 1.70 | 2.06 | 82% |
| Returns for 1 year | 8.95 | -6.78 | -132% |
| Returns for 3 years | 40.90 | 23.80 | 172% |
| Returns for 5 years | 38.60 | -8.15 | -474% |
| Returns for 10 years | 70.89 | N/A | - |
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