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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Virtus Tactical Allocation R6
Price$10.75
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets642.9M
BALFX vs VTARX Comparison Chart
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BALFX vs. VTARX commentary
Feb 23, 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: 242B vs. VTARX (643M). BALFX pays higher dividends than VTARX: BALFX (2.21) vs VTARX (1.70). BALFX was incepted earlier than VTARX: BALFX (24 years) vs VTARX (4 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. VTARX (23.00). 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 : 9.19 vs. VTARX (-1.05).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 2.886 | 2.381 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 643M | 37,636% |
| Annual Yield % from dividends | 2.21 | 1.70 | 130% |
| Returns for 1 year | 9.19 | -1.05 | -875% |
| Returns for 3 years | 17.52 | -1.81 | -966% |
| Returns for 5 years | 29.96 | N/A | - |
| Returns for 10 years | 52.44 | N/A | - |
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