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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$32.89
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Virtus Tactical Allocation I
Price$10.22
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets598.75M
CLBAX vs VTAIX Comparison Chart
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CLBAX vs. VTAIX commentary
Apr 18, 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: 225B vs. VTAIX (599M). CLBAX pays higher dividends than VTAIX: CLBAX (1.98) vs VTAIX (1.85). CLBAX was incepted earlier than VTAIX: CLBAX (23 years) vs VTAIX (6 years). VTAIX (0.87) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 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 : 2.56 vs. VTAIX (-3.51). CLBAX return over 5 years is better than : 33.40 vs. VTAIX (12.36).
| CLBAX | VTAIX | CLBAX / VTAIX | |
| Total Expense Ratio | 0.60 | 0.76 | 79% |
| Annual Report Gross Expense Ratio | 0.60 | 0.87 | 69% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -3.700 | -2.927 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 599M | 37,563% |
| Annual Yield % from dividends | 1.98 | 1.85 | 107% |
| Returns for 1 year | 2.56 | -3.51 | -73% |
| Returns for 3 years | 11.10 | -2.10 | -529% |
| Returns for 5 years | 33.40 | 12.36 | 270% |
| Returns for 10 years | 55.90 | N/A | - |
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