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POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$10.47
Change+$0.10 (+0.96%)
VolumeN/A
Net Assets592.81M
American Funds American Balanced R1
Price$32.80
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
POICX vs RLBAX Comparison Chart
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POICX vs. RLBAX commentary
Apr 12, 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: 224B vs. POICX (593M). RLBAX pays higher dividends than POICX: RLBAX (1.27) vs POICX (0.75). POICX was incepted earlier than RLBAX: POICX (26 years) vs RLBAX (23 years). POICX (1.87) is less costly to investors than RLBAX (1.33). RLBAX is a more actively managed with annual turnover of: 171.00 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 : 0.11 vs. POICX (-8.03). RLBAX return over 5 years is better than : 31.17 vs. POICX (9.90).
| POICX | RLBAX | POICX / RLBAX | |
| Total Expense Ratio | 1.75 | 1.33 | 132% |
| Annual Report Gross Expense Ratio | 1.87 | 1.33 | 141% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | -4.296 | -3.437 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 224B | 0% |
| Annual Yield % from dividends | 0.75 | 1.27 | 59% |
| Returns for 1 year | -8.03 | 0.11 | -7,551% |
| Returns for 3 years | -6.35 | 8.39 | -76% |
| Returns for 5 years | 9.90 | 31.17 | 32% |
| Returns for 10 years | 7.26 | 39.68 | 18% |