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POICX vs RLBEX
POICX vs RLBEX Comparison
Open Charts POICX vs RLBEX
Virtus Tactical Allocation C
Price$11.29
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets632.32M
American Funds American Balanced R4
Price$34.83
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
POICX vs RLBEX Comparison Chart
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POICX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. POICX (632M). RLBEX pays higher dividends than POICX: RLBEX (1.98) vs POICX (0.74). POICX was incepted earlier than RLBEX: POICX (26 years) vs RLBEX (23 years). POICX (1.87) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). RLBEX has a lower initial minimum investment than POICX: RLBEX (250) vs POICX (2500). RLBEX annual gain was more profitable for investors over the last year : 4.02 vs. POICX (-1.12). RLBEX return over 5 years is better than : 39.36 vs. POICX (10.06).
| POICX | RLBEX | POICX / RLBEX | |
| Total Expense Ratio | 1.75 | 0.59 | 297% |
| Annual Report Gross Expense Ratio | 1.87 | 0.59 | 317% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 2.626 | 0.337 | 780% |
| 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 | 1.98 | 37% |
| Returns for 1 year | -1.12 | 4.02 | -28% |
| Returns for 3 years | 12.99 | 20.35 | 64% |
| Returns for 5 years | 10.06 | 39.36 | 26% |
| Returns for 10 years | 13.89 | 51.52 | 27% |
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