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POICX vs RLBFX
POICX vs RLBFX Comparison
Open Charts POICX vs RLBFX
Virtus Tactical Allocation C
Price$11.29
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets632.32M
American Funds American Balanced R5
Price$34.96
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
POICX vs RLBFX Comparison Chart
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POICX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. POICX (632M). RLBFX pays higher dividends than POICX: RLBFX (2.26) vs POICX (0.74). 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 : 4.35 vs. POICX (-1.12). RLBFX return over 5 years is better than : 41.16 vs. POICX (10.06).
| 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 | 2.626 | 0.441 | 596% |
| 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 | 2.26 | 33% |
| Returns for 1 year | -1.12 | 4.35 | -26% |
| Returns for 3 years | 12.99 | 21.25 | 61% |
| Returns for 5 years | 10.06 | 41.16 | 24% |
| Returns for 10 years | 13.89 | 52.29 | 27% |
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