Interact to see
Advertisement
Advertisement
BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$38.37
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Virtus Tactical Allocation R6
Price$11.08
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets634.3M
BALFX vs VTARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. VTARX commentary
Sep 26, 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 (634M). VTARX pays higher dividends than BALFX: VTARX (2.02) vs BALFX (1.77). 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 : 8.13 vs. VTARX (-3.83).
| 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 | 12.839 | 7.809 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 634M | 41,483% |
| Annual Yield % from dividends | 1.77 | 2.02 | 87% |
| Returns for 1 year | 8.13 | -3.83 | -212% |
| Returns for 3 years | 50.38 | 32.44 | 155% |
| Returns for 5 years | 43.94 | N/A | - |
| Returns for 10 years | 82.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement