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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$34.30
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Virtus Tactical Allocation I
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets630.15M
CLBAX vs VTAIX Comparison Chart
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CLBAX vs. VTAIX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. VTAIX (630M). CLBAX pays higher dividends than VTAIX: CLBAX (1.98) vs VTAIX (1.82). CLBAX was incepted earlier than VTAIX: CLBAX (23 years) vs VTAIX (6 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 : 4.71 vs. VTAIX (-0.42). CLBAX return over 5 years is better than : 38.50 vs. VTAIX (12.54).
| CLBAX | VTAIX | CLBAX / VTAIX | |
| Total Expense Ratio | 0.58 | 0.76 | 76% |
| Annual Report Gross Expense Ratio | 0.58 | 0.87 | 67% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 0.428 | 2.603 | 16% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 630M | 37,143% |
| Annual Yield % from dividends | 1.98 | 1.82 | 109% |
| Returns for 1 year | 4.71 | -0.42 | -1,111% |
| Returns for 3 years | 23.15 | 17.30 | 134% |
| Returns for 5 years | 38.50 | 12.54 | 307% |
| Returns for 10 years | 62.65 | N/A | - |
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