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POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$11.29
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets632.32M
American Funds American Balanced R1
Price$34.53
Change+$0.53 (+1.56%)
VolumeN/A
Net Assets234.12B
POICX vs RLBAX Comparison Chart
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POICX vs. RLBAX commentary
May 13, 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: 234B vs. POICX (632M). RLBAX pays higher dividends than POICX: RLBAX (1.28) vs POICX (0.74). 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 : 3.24 vs. POICX (-1.12). RLBAX return over 5 years is better than : 35.14 vs. POICX (10.06).
| 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 | 2.626 | 0.096 | 2,749% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 234B | 0% |
| Annual Yield % from dividends | 0.74 | 1.28 | 58% |
| Returns for 1 year | -1.12 | 3.24 | -34% |
| Returns for 3 years | 12.99 | 18.25 | 71% |
| Returns for 5 years | 10.06 | 35.14 | 29% |
| Returns for 10 years | 13.89 | 43.52 | 32% |
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