Interact to see
Advertisement
Advertisement
BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$36.84
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets252.03B
Virtus Tactical Allocation R6
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets646.96M
BALFX vs VTARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. VTARX commentary
Jul 16, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. VTARX (647M). VTARX pays higher dividends than BALFX: VTARX (2.01) vs BALFX (1.81). BALFX was incepted earlier than VTARX: BALFX (24 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 : 6.48 vs. VTARX (-1.06).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 8.046 | 7.015 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 647M | 38,949% |
| Annual Yield % from dividends | 1.81 | 2.01 | 90% |
| Returns for 1 year | 6.48 | -1.06 | -612% |
| Returns for 3 years | 35.37 | 25.52 | 139% |
| Returns for 5 years | 38.87 | N/A | - |
| Returns for 10 years | 62.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement