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POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$11.51
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets646.27M
American Funds American Balanced R1
Price$36.08
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
POICX vs RLBAX Comparison Chart in %
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POICX vs. RLBAX commentary
Jun 27, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 248B vs. POICX (646M). RLBAX pays higher dividends than POICX: RLBAX (1.23) vs POICX (0.72). POICX was incepted earlier than RLBAX: POICX (26 years) vs RLBAX (23 years). POICX (1.87) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). 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 : 6.54 vs. POICX (-0.15). RLBAX return over 5 years is better than : 38.27 vs. POICX (4.68).
| POICX | RLBAX | POICX / RLBAX | |
| Total Expense Ratio | 1.75 | 1.31 | 134% |
| Annual Report Gross Expense Ratio | 1.87 | 1.31 | 143% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 5.965 | 6.354 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 646M | 248B | 0% |
| Annual Yield % from dividends | 0.72 | 1.23 | 58% |
| Returns for 1 year | -0.15 | 6.54 | -2% |
| Returns for 3 years | 19.78 | 30.13 | 66% |
| Returns for 5 years | 4.68 | 38.27 | 12% |
| Returns for 10 years | 26.89 | 56.75 | 47% |
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