BALFX
Price
$33.67
Change
+$0.43 (+1.29%)
Updated
Apr 24 closing price
Net Assets
226.9B
VTARX
Price
$10.49
Change
+$0.16 (+1.55%)
Updated
Apr 24 closing price
Net Assets
607.82M
Ad is loading...

BALFX vs VTARX

Header iconBALFX vs VTARX Comparison
Open Charts BALFX vs VTARXBanner chart's image
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Virtus Tactical Allocation R6
Price$10.49
Change+$0.16 (+1.55%)
VolumeN/A
Net Assets607.82M
BALFX vs VTARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BALFX vs. VTARX commentary
Apr 25, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 227B vs. VTARX (608M). VTARX (2.02) and BALFX (1.95) have matching dividends . BALFX was incepted earlier than VTARX: BALFX (24 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 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 : 4.16 vs. VTARX (-2.01).
BALFXVTARXBALFX / VTARX
Total Expense Ratio0.620.60103%
Annual Report Gross Expense Ratio0.620.7682%
Fund Existence24 years5 years-
Gain YTD-1.541-1.265122%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets227B608M37,336%
Annual Yield % from dividends1.952.0296%
Returns for 1 year4.16-2.01-207%
Returns for 3 years14.372.51573%
Returns for 5 years35.61N/A-
Returns for 10 years46.93N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
VVOS2.710.19
+7.54%
Vivos Therapeutics
OUT14.990.34
+2.32%
OUTFRONT Media Inc
RBA98.730.49
+0.50%
RB Global
IHRT1.02-0.04
-3.77%
iHeartMedia
EGBN18.78-2.41
-11.37%
Eagle Bancorp