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POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$11.19
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets650.68M
American Funds American Balanced R1
Price$35.04
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
POICX vs RLBAX Comparison Chart
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POICX vs. RLBAX commentary
Jan 31, 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 POICX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. POICX (651M). RLBAX pays higher dividends than POICX: RLBAX (1.59) vs POICX (0.45). POICX was incepted earlier than RLBAX: POICX (25 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. POICX (23.00). RLBAX has a lower initial minimum investment than POICX: RLBAX (250) vs POICX (2500). RLBAX annual gain was more profitable for investors over the last year : 11.22 vs. POICX (3.21). RLBAX return over 5 years is better than : 29.68 vs. POICX (6.30).
| POICX | RLBAX | POICX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 2.675 | 3.029 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 241B | 0% |
| Annual Yield % from dividends | 0.45 | 1.59 | 28% |
| Returns for 1 year | 3.21 | 11.22 | 29% |
| Returns for 3 years | -7.81 | 12.82 | -61% |
| Returns for 5 years | 6.30 | 29.68 | 21% |
| Returns for 10 years | 19.36 | 51.41 | 38% |