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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Virtus Tactical Allocation I
Price$11.12
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
CLBAX vs VTAIX Comparison Chart
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CLBAX vs. VTAIX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. VTAIX (647M). CLBAX pays higher dividends than VTAIX: CLBAX (1.91) vs VTAIX (1.76). 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 : 7.12 vs. VTAIX (0.44). CLBAX return over 5 years is better than : 36.50 vs. VTAIX (8.30).
| 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 | 4.703 | 5.845 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 647M | 37,558% |
| Annual Yield % from dividends | 1.91 | 1.76 | 109% |
| Returns for 1 year | 7.12 | 0.44 | 1,611% |
| Returns for 3 years | 23.47 | 15.70 | 150% |
| Returns for 5 years | 36.50 | 8.30 | 440% |
| Returns for 10 years | 71.97 | N/A | - |
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