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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Virtus Tactical Allocation R6
Price$10.60
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
BALFX vs VTARX Comparison Chart
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BALFX vs. VTARX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. VTARX (641M). 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 : 12.25 vs. VTARX (4.35).
| 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 | 1.953 | 0.952 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 641M | 37,441% |
| Annual Yield % from dividends | 2.21 | 1.70 | 130% |
| Returns for 1 year | 12.25 | 4.35 | 282% |
| Returns for 3 years | 12.28 | -7.45 | -165% |
| Returns for 5 years | 29.72 | N/A | - |
| Returns for 10 years | 55.85 | N/A | - |
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