Interact to see
Advertisement
Advertisement
POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$11.66
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets651.8M
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
POICX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
POICX vs. RLBAX commentary
Jul 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: 254B vs. POICX (652M). RLBAX pays higher dividends than POICX: RLBAX (1.18) 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 : 9.42 vs. POICX (2.57). RLBAX return over 5 years is better than : 35.28 vs. POICX (2.55).
| 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 | 7.908 | 8.565 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 254B | 0% |
| Annual Yield % from dividends | 0.83 | 1.18 | 70% |
| Returns for 1 year | 2.57 | 9.42 | 27% |
| Returns for 3 years | 21.86 | 32.14 | 68% |
| Returns for 5 years | 2.55 | 35.28 | 7% |
| Returns for 10 years | 29.63 | 58.06 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement