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POICX vs RLBCX
POICX vs RLBCX Comparison
Open Charts POICX vs RLBCX
Virtus Tactical Allocation C
Price$11.53
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets640.37M
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
POICX vs RLBCX Comparison Chart in %
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POICX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. POICX (640M). RLBCX pays higher dividends than POICX: RLBCX (1.56) vs POICX (0.83). POICX was incepted earlier than RLBCX: POICX (26 years) vs RLBCX (23 years). POICX (1.87) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). RLBCX has a lower initial minimum investment than POICX: RLBCX (250) vs POICX (2500). RLBCX annual gain was more profitable for investors over the last year : 7.61 vs. POICX (-1.57). RLBCX return over 5 years is better than : 36.26 vs. POICX (-2.86).
| POICX | RLBCX | POICX / RLBCX | |
| Total Expense Ratio | 1.75 | 0.89 | 197% |
| Annual Report Gross Expense Ratio | 1.87 | 0.89 | 210% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 6.798 | 9.537 | 71% |
| 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 | 1.56 | 53% |
| Returns for 1 year | -1.57 | 7.61 | -21% |
| Returns for 3 years | 11.24 | 28.47 | 39% |
| Returns for 5 years | -2.86 | 36.26 | -8% |
| Returns for 10 years | 28.84 | 63.18 | 46% |
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