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POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$11.53
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets640.37M
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
POICX vs RLBAX Comparison Chart in %
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POICX vs. RLBAX commentary
Aug 16, 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: 256B vs. POICX (640M). RLBAX pays higher dividends than POICX: RLBAX (1.17) vs POICX (0.83). 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 : 7.15 vs. POICX (-1.57). RLBAX return over 5 years is better than : 33.77 vs. POICX (-2.86).
| 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 | 6.798 | 9.243 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 256B | 0% |
| Annual Yield % from dividends | 0.83 | 1.17 | 71% |
| Returns for 1 year | -1.57 | 7.15 | -22% |
| Returns for 3 years | 11.24 | 27.06 | 42% |
| Returns for 5 years | -2.86 | 33.77 | -8% |
| Returns for 10 years | 28.84 | 59.12 | 49% |
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