Interact to see
Advertisement
Advertisement
CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$37.35
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets256.44B
Virtus Tactical Allocation I
Price$11.22
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets642.66M
CLBAX vs VTAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. VTAIX commentary
Aug 26, 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: 256B vs. VTAIX (643M). VTAIX (1.87) and CLBAX (1.82) have matching dividends . 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 : 6.66 vs. VTAIX (-1.86). CLBAX return over 5 years is better than : 38.42 vs. VTAIX (-1.85).
| 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 | 9.688 | 8.073 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 643M | 39,813% |
| Annual Yield % from dividends | 1.82 | 1.87 | 98% |
| Returns for 1 year | 6.66 | -1.86 | -358% |
| Returns for 3 years | 34.89 | 20.44 | 171% |
| Returns for 5 years | 38.42 | -1.85 | -2,076% |
| Returns for 10 years | 84.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| ONG.X | 0.197319 | 0.006800 | +3.57% |
| Ontology Gas cryptocurrency | |||
| WING.X | 0.145812 | -0.001359 | -0.92% |
| Wing Finance cryptocurrency | |||
| GAS.X | 3.438611 | -0.213349 | -5.84% |
| Gas cryptocurrency | |||
| PEPE.X | 0.000010 | -0.000001 | -9.88% |
| Pepe cryptocurrency | |||
| HOOK.X | 0.101641 | -0.021009 | -17.13% |
| Hooked Protocol cryptocurrency | |||