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POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$11.59
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets637.41M
American Funds American Balanced R1
Price$38.58
Change-$0.15 (-0.39%)
VolumeN/A
Net Assets266.55B
POICX vs RLBAX Comparison Chart in %
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POICX vs. RLBAX commentary
Oct 10, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 267B vs. POICX (637M). RLBAX pays higher dividends than POICX: RLBAX (1.10) vs POICX (0.90). 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 : 8.21 vs. POICX (-3.97). RLBAX return over 5 years is better than : 37.59 vs. POICX (-7.52).
| 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 | 7.795 | 13.829 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 267B | 0% |
| Annual Yield % from dividends | 0.90 | 1.10 | 82% |
| Returns for 1 year | -3.97 | 8.21 | -48% |
| Returns for 3 years | 30.29 | 49.06 | 62% |
| Returns for 5 years | -7.52 | 37.59 | -20% |
| Returns for 10 years | 36.02 | 68.60 | 53% |
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