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POICX vs RLBFX
POICX vs RLBFX Comparison
Open Charts POICX vs RLBFX
Virtus Tactical Allocation C
Price$11.66
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets651.8M
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
POICX vs RLBFX Comparison Chart in %
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POICX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. POICX (652M). RLBFX pays higher dividends than POICX: RLBFX (2.10) vs POICX (0.83). POICX was incepted earlier than RLBFX: POICX (26 years) vs RLBFX (23 years). POICX (1.87) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). RLBFX has a lower initial minimum investment than POICX: RLBFX (250) vs POICX (2500). RLBFX annual gain was more profitable for investors over the last year : 10.60 vs. POICX (2.57). RLBFX return over 5 years is better than : 41.40 vs. POICX (2.55).
| POICX | RLBFX | POICX / RLBFX | |
| Total Expense Ratio | 1.75 | 0.29 | 603% |
| Annual Report Gross Expense Ratio | 1.87 | 0.29 | 645% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 7.908 | 9.189 | 86% |
| 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 | 2.10 | 39% |
| Returns for 1 year | 2.57 | 10.60 | 24% |
| Returns for 3 years | 21.86 | 35.79 | 61% |
| Returns for 5 years | 2.55 | 41.40 | 6% |
| Returns for 10 years | 29.63 | 68.15 | 43% |
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