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POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$11.54
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets636.54M
American Funds American Balanced R1
Price$37.39
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets257.73B
POICX vs RLBAX Comparison Chart in %
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POICX vs. RLBAX commentary
Sep 06, 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: 258B vs. POICX (637M). RLBAX pays higher dividends than POICX: RLBAX (1.15) 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 : 8.26 vs. POICX (-2.99). RLBAX return over 5 years is better than : 34.68 vs. POICX (-4.78).
| 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 | 6.150 | 10.216 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 258B | 0% |
| Annual Yield % from dividends | 0.83 | 1.15 | 72% |
| Returns for 1 year | -2.99 | 8.26 | -36% |
| Returns for 3 years | 19.50 | 35.51 | 55% |
| Returns for 5 years | -4.78 | 34.68 | -14% |
| Returns for 10 years | 35.57 | 69.24 | 51% |
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