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POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$12.19
Change-$0.28 (-2.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
POICX vs RLBAX Comparison Chart
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POICX vs. RLBAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. POICX (665M). 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). POICX annual gain was more profitable for investors over the last year : 16.96 vs. RLBAX (11.90). RLBAX return over 5 years is better than : 28.83 vs. POICX (20.44).
| 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 | 17.153 | 10.911 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 241B | 0% |
| Annual Yield % from dividends | 0.45 | 1.59 | 28% |
| Returns for 1 year | 16.96 | 11.90 | 143% |
| Returns for 3 years | -10.23 | 10.12 | -101% |
| Returns for 5 years | 20.44 | 28.83 | 71% |
| Returns for 10 years | 29.76 | 40.93 | 73% |
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