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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$38.95
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
Virtus Tactical Allocation I
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets637.59M
CLBAX vs VTAIX Comparison Chart in %
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CLBAX vs. VTAIX commentary
Oct 07, 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 CLBAX is a Buy and VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. VTAIX (638M). VTAIX pays higher dividends than CLBAX: VTAIX (1.91) vs CLBAX (1.76). CLBAX was incepted earlier than VTAIX: CLBAX (24 years) vs VTAIX (7 years). VTAIX (0.87) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). CLBAX has a lower initial minimum investment than VTAIX: CLBAX (250) vs VTAIX (100000). CLBAX annual gain was more profitable for investors over the last year : 9.62 vs. VTAIX (-2.87). CLBAX return over 5 years is better than : 45.52 vs. VTAIX (-2.27).
| CLBAX | VTAIX | CLBAX / VTAIX | |
| Total Expense Ratio | 0.58 | 0.76 | 76% |
| Annual Report Gross Expense Ratio | 0.58 | 0.87 | 67% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 14.715 | 8.540 | 172% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 638M | 41,693% |
| Annual Yield % from dividends | 1.76 | 1.91 | 92% |
| Returns for 1 year | 9.62 | -2.87 | -335% |
| Returns for 3 years | 52.25 | 32.25 | 162% |
| Returns for 5 years | 45.52 | -2.27 | -2,002% |
| Returns for 10 years | 89.65 | N/A | - |
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