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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Virtus Tactical Allocation R6
Price$11.16
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets626.72M
BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Oct 21, 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: 266B vs. VTARX (627M). VTARX pays higher dividends than BALFX: VTARX (2.06) vs BALFX (1.72). BALFX was incepted earlier than VTARX: BALFX (25 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 : 9.34 vs. VTARX (-5.54). BALFX return over 5 years is better than : 44.32 vs. VTARX (-4.14).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 15.397 | 7.229 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 627M | 42,424% |
| Annual Yield % from dividends | 1.72 | 2.06 | 84% |
| Returns for 1 year | 9.34 | -5.54 | -169% |
| Returns for 3 years | 50.82 | 31.43 | 162% |
| Returns for 5 years | 44.32 | -4.14 | -1,072% |
| Returns for 10 years | 73.37 | N/A | - |
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