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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Virtus Tactical Allocation R6
Price$10.25
Change-$0.25 (-2.38%)
VolumeN/A
Net Assets621.52M
BALFX vs VTARX Comparison Chart
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BALFX vs. VTARX commentary
Apr 04, 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: 235B vs. VTARX (622M). VTARX (2.02) and BALFX (1.95) have matching dividends . BALFX was incepted earlier than VTARX: BALFX (24 years) vs VTARX (4 years). VTARX (0.76) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 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 : 1.33 vs. VTARX (-3.36).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.62 | 0.60 | 103% |
| Annual Report Gross Expense Ratio | 0.62 | 0.76 | 82% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | -2.155 | 0.360 | -599% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 622M | 37,781% |
| Annual Yield % from dividends | 1.95 | 2.02 | 96% |
| Returns for 1 year | 1.33 | -3.36 | -40% |
| Returns for 3 years | 9.14 | -5.12 | -179% |
| Returns for 5 years | 45.99 | N/A | - |
| Returns for 10 years | 47.77 | N/A | - |
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