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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation R6
Price$11.88
Change-$0.27 (-2.22%)
VolumeN/A
CapitalizationN/A
BALFX vs VTARX Comparison Chart
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BALFX vs. VTARX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. VTARX (665M). 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). VTARX annual gain was more profitable for investors over the last year : 18.36 vs. BALFX (12.54).
| 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 | 11.522 | 18.424 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 665M | 36,241% |
| Annual Yield % from dividends | 2.21 | 1.70 | 130% |
| Returns for 1 year | 12.54 | 18.36 | 68% |
| Returns for 3 years | 11.70 | -7.41 | -158% |
| Returns for 5 years | 32.57 | N/A | - |
| Returns for 10 years | 46.34 | N/A | - |
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